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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 | $70,593 | $108,882-35.2% | $96,754-27.0% | $154,746-54.4% |
| Participation rate | 77.8% | 75.1%+2.7pp | 70.3%+7.5pp | 80.7%-2.9pp |
| Annual return | 19.21% | 98.39%-79.2pp | 82.04%-62.8pp | 172.34%-153.1pp |
| Employer contribution / active EE | $1,885 | $3,018-37.5% | $2,679-29.6% | $4,379-56.9% |
| Participant deferral / active EE | $6,773 | $5,323+27.3% | $4,758+42.4% | $6,730+0.6% |
| Admin fee / account holder | $0 | $10,200-100.0% | $8,905-100.0% | $14,365-100.0% |