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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 | $67,483 | $138,075-51.1% | $123,552-45.4% | $135,379-50.2% |
| Participation rate | 81.0% | 84.7%-3.8pp | 82.3%-1.3pp | 82.6%-1.7pp |
| Annual return | 7.33% | 153.70%-146.4pp | 119.20%-111.9pp | 519.79%-512.5pp |
| Employer contribution / active EE | $1,776 | $5,152-65.5% | $4,628-61.6% | $4,779-62.8% |
| Participant deferral / active EE | $6,825 | $6,800+0.4% | $6,426+6.2% | $5,609+21.7% |
| Admin fee / account holder | $233 | $10,917-97.9% | $9,285-97.5% | $10,828-97.8% |