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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 | $48,232 | $97,125-50.3% | $86,233-44.1% | $137,256-64.9% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.0%+11.0pp | 80.0%0pp |
| Annual return | 22.70% | 74.19%-51.5pp | 61.39%-38.7pp | 220.34%-197.6pp |
| Employer contribution / active EE | $1,411 | $2,841-50.3% | $2,504-43.6% | $4,156-66.0% |
| Participant deferral / active EE | $4,239 | $5,180-18.2% | $4,559-7.0% | $6,407-33.8% |
| Admin fee / account holder | $17 | $9,725-99.8% | $8,342-99.8% | $12,270-99.9% |