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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 | $53,696 | $110,093-51.2% | $97,295-44.8% | $145,897-63.2% |
| Participation rate | 75.0% | 75.9%-0.9pp | 72.7%+2.3pp | 80.3%-5.3pp |
| Annual return | 13.59% | 244.76%-231.2pp | 75.62%-62.0pp | 552.29%-538.7pp |
| Employer contribution / active EE | $2,821 | $3,077-8.3% | $2,723+3.6% | $4,663-39.5% |
| Participant deferral / active EE | $7,865 | $4,678+68.1% | $4,264+84.5% | $6,689+17.6% |
| Admin fee / account holder | $188 | $6,212-97.0% | $5,646-96.7% | $13,390-98.6% |