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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 | $66,128 | $165,381-60.0% | $149,730-55.8% | $158,966-58.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.73% | 348.29%-335.6pp | 276.70%-264.0pp | 302.95%-290.2pp |
| Employer contribution / active EE | $2,291 | $5,104-55.1% | $4,645-50.7% | $4,762-51.9% |
| Participant deferral / active EE | $5,853 | $7,182-18.5% | $6,843-14.5% | $5,983-2.2% |
| Admin fee / account holder | $131 | $10,809-98.8% | $9,310-98.6% | $11,250-98.8% |