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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 | $62,491 | $154,193-59.5% | $130,045-51.9% | $139,466-55.2% |
| Participation rate | 95.8% | 82.0%+13.9pp | 78.5%+17.3pp | 80.3%+15.5pp |
| Annual return | 18.79% | 32.51%-13.7pp | -137.30%+156.1pp | 373.66%-354.9pp |
| Employer contribution / active EE | $2,791 | $5,292-47.3% | $4,321-35.4% | $4,754-41.3% |
| Participant deferral / active EE | $5,105 | $6,709-23.9% | $5,820-12.3% | $6,712-23.9% |
| Admin fee / account holder | $196 | $13,989-98.6% | $10,600-98.1% | $11,409-98.3% |