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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 | $37,252 | $105,200-64.6% | $159,474-76.6% | $85,847-56.6% |
| Participation rate | 93.5% | 75.8%+17.7pp | 82.8%+10.6pp | 69.3%+24.2pp |
| Annual return | 16.66% | 45.08%-28.4pp | 263.68%-247.0pp | 318.61%-301.9pp |
| Employer contribution / active EE | $2,166 | $3,319-34.7% | $4,831-55.2% | $2,565-15.6% |
| Participant deferral / active EE | $5,931 | $5,946-0.2% | $7,353-19.3% | $3,952+50.1% |
| Admin fee / account holder | $285 | $6,934-95.9% | $10,802-97.4% | $6,261-95.5% |