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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 | $64,489 | $104,937-38.5% | $84,628-23.8% | $152,897-57.8% |
| Participation rate | 92.3% | 74.8%+17.5pp | 68.2%+24.1pp | 82.5%+9.9pp |
| Annual return | 11.32% | 373.88%-362.6pp | 258.80%-247.5pp | 345.43%-334.1pp |
| Employer contribution / active EE | $1,905 | $3,303-42.3% | $2,653-28.2% | $4,764-60.0% |
| Participant deferral / active EE | $6,834 | $4,690+45.7% | $3,900+75.2% | $5,851+16.8% |
| Admin fee / account holder | $213 | $6,243-96.6% | $4,914-95.7% | $11,599-98.2% |