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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 | $51,109 | $111,535-54.2% | $105,223-51.4% | $137,256-62.8% |
| Participation rate | 95.5% | 78.1%+17.4pp | 75.0%+20.4pp | 80.0%+15.5pp |
| Annual return | 11.87% | 237.85%-226.0pp | 180.65%-168.8pp | 220.34%-208.5pp |
| Employer contribution / active EE | $5,037 | $3,939+27.9% | $3,689+36.6% | $4,156+21.2% |
| Participant deferral / active EE | $2,465 | $5,500-55.2% | $5,072-51.4% | $6,407-61.5% |
| Admin fee / account holder | $218 | $9,721-97.8% | $8,859-97.5% | $12,270-98.2% |