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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 | $44,591 | $166,242-73.2% | $165,071-73.0% | $145,884-69.4% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.6%+10.3pp | 80.3%+8.6pp |
| Annual return | 15.24% | 100.44%-85.2pp | 70.17%-54.9pp | 551.85%-536.6pp |
| Employer contribution / active EE | $4,098 | $5,283-22.4% | $4,347-5.7% | $4,662-12.1% |
| Participant deferral / active EE | $10,173 | $6,964+46.1% | $6,035+68.6% | $6,690+52.1% |
| Admin fee / account holder | $35 | $16,658-99.8% | $12,695-99.7% | $13,392-99.7% |