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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 | $34,135 | $226,105-84.9% | $182,540-81.3% | $152,897-77.7% |
| Participation rate | 95.8% | 82.5%+13.4pp | 78.0%+17.9pp | 82.5%+13.4pp |
| Annual return | 27.22% | 192.58%-165.4pp | 148.58%-121.4pp | 345.43%-318.2pp |
| Employer contribution / active EE | $5,194 | $4,978+4.3% | $4,076+27.4% | $4,764+9.0% |
| Participant deferral / active EE | $5,721 | $6,370-10.2% | $5,525+3.5% | $5,851-2.2% |
| Admin fee / account holder | $99 | $10,706-99.1% | $8,593-98.8% | $11,599-99.1% |