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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 | $58,560 | $166,089-64.7% | $164,928-64.5% | $145,978-59.9% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 13.03% | 100.26%-87.2pp | 70.08%-57.0pp | 550.52%-537.5pp |
| Employer contribution / active EE | $2,119 | $5,276-59.8% | $4,343-51.2% | $4,662-54.5% |
| Participant deferral / active EE | $2,443 | $6,961-64.9% | $6,034-59.5% | $6,690-63.5% |
| Admin fee / account holder | $30 | $16,641-99.8% | $12,684-99.8% | $13,400-99.8% |