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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 | $57,962 | $65,961-12.1% | $180,320-67.9% | $94,015-38.3% |
| Participation rate | 80.0% | 61.3%+18.7pp | 71.5%+8.5pp | 70.8%+9.2pp |
| Annual return | 17.27% | 14.27%+3.0pp | 778.54%-761.3pp | 17.84%-0.6pp |
| Employer contribution / active EE | $2,071 | $1,737+19.2% | $4,108-49.6% | $2,790-25.8% |
| Participant deferral / active EE | $6,488 | $3,003+116.0% | $4,304+50.7% | $4,249+52.7% |
| Admin fee / account holder | $237 | $4,901-95.2% | $10,000-97.6% | $8,951-97.4% |