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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 | $56,097 | $183,539-69.4% | $155,556-63.9% | $145,897-61.6% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 13.59% | 61.31%-47.7pp | 64.84%-51.2pp | 552.29%-538.7pp |
| Employer contribution / active EE | $2,214 | $5,315-58.3% | $4,675-52.6% | $4,663-52.5% |
| Participant deferral / active EE | $5,268 | $6,467-18.5% | $5,631-6.5% | $6,689-21.3% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |