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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 | $59,716 | $102,638-41.8% | $81,982-27.2% | $158,982-62.4% |
| Participation rate | 88.9% | 75.5%+13.4pp | 69.3%+19.6pp | 82.0%+6.9pp |
| Annual return | 11.75% | 61.05%-49.3pp | 41.31%-29.6pp | 302.99%-291.2pp |
| Employer contribution / active EE | $11,973 | $3,241+269.4% | $2,498+379.2% | $4,763+151.4% |
| Participant deferral / active EE | $4,232 | $4,649-9.0% | $3,722+13.7% | $5,983-29.3% |
| Admin fee / account holder | $14 | $8,237-99.8% | $5,665-99.8% | $11,252-99.9% |