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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 | $97,097 | $185,856-47.8% | $170,028-42.9% | $139,456-30.4% |
| Participation rate | 88.9% | 87.8%+1.1pp | 87.0%+1.9pp | 80.3%+8.6pp |
| Annual return | 36.34% | 60.52%-24.2pp | 53.39%-17.1pp | 373.45%-337.1pp |
| Employer contribution / active EE | $4,737 | $7,593-37.6% | $6,788-30.2% | $4,753-0.3% |
| Participant deferral / active EE | $9,168 | $11,623-21.1% | $10,409-11.9% | $6,711+36.6% |
| Admin fee / account holder | $21 | $15,387-99.9% | $12,820-99.8% | $11,407-99.8% |