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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 | $50,483 | $183,516-72.5% | $155,534-67.5% | $145,884-65.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.30% | 61.43%-46.1pp | 64.92%-49.6pp | 551.85%-536.5pp |
| Employer contribution / active EE | $3,576 | $5,315-32.7% | $4,675-23.5% | $4,662-23.3% |
| Participant deferral / active EE | $5,352 | $6,467-17.2% | $5,630-4.9% | $6,690-20.0% |
| Admin fee / account holder | $142 | $19,293-99.3% | $15,900-99.1% | $13,392-98.9% |