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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 | $34,548 | $103,393-66.6% | $87,103-60.3% | $152,909-77.4% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.9%+3.1pp | 82.5%-2.5pp |
| Annual return | 53.92% | 28.10%+25.8pp | 28.19%+25.7pp | 345.46%-291.5pp |
| Employer contribution / active EE | $2,443 | $3,221-24.2% | $2,521-3.1% | $4,764-48.7% |
| Participant deferral / active EE | $4,505 | $4,778-5.7% | $4,049+11.3% | $5,851-23.0% |
| Admin fee / account holder | $138 | $12,195-98.9% | $7,491-98.2% | $11,601-98.8% |