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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,033 | $115,810-68.0% | $101,271-63.4% | $158,966-76.7% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 25.59% | 56.15%-30.6pp | 46.48%-20.9pp | 302.95%-277.4pp |
| Employer contribution / active EE | $3,540 | $4,175-15.2% | $3,660-3.3% | $4,762-25.7% |
| Participant deferral / active EE | $5,403 | $4,958+9.0% | $4,371+23.6% | $5,983-9.7% |
| Admin fee / account holder | $20 | $7,248-99.7% | $5,948-99.7% | $11,250-99.8% |