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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 | $23,702 | $90,486-73.8% | $78,676-69.9% | $273,972-91.3% |
| Participation rate | 77.8% | 76.5%+1.3pp | 73.6%+4.2pp | 83.0%-5.2pp |
| Annual return | 46.55% | 75.62%-29.1pp | 62.19%-15.6pp | 41.46%+5.1pp |
| Employer contribution / active EE | $7,548 | $3,175+137.7% | $2,850+164.8% | $4,869+55.0% |
| Participant deferral / active EE | $4,268 | $3,901+9.4% | $3,517+21.4% | $5,287-19.3% |
| Admin fee / account holder | $188 | $5,263-96.4% | $4,510-95.8% | $10,133-98.1% |