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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 | $32,959 | $135,956-75.8% | $123,894-73.4% | $273,972-88.0% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $22,348 | $5,170+332.3% | $4,617+384.1% | $4,869+359.0% |
| Participant deferral / active EE | $10,665 | $6,343+68.1% | $5,984+78.2% | $5,287+101.7% |
| Admin fee / account holder | $64 | $9,817-99.4% | $8,357-99.2% | $10,133-99.4% |