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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 | $67,667 | $183,592-63.1% | $155,574-56.5% | $145,877-53.6% |
| Participation rate | 78.9% | 82.7%-3.8pp | 78.2%+0.7pp | 80.3%-1.4pp |
| Annual return | 15.84% | 61.37%-45.5pp | 64.87%-49.0pp | 551.28%-535.4pp |
| Employer contribution / active EE | $2,976 | $5,317-44.0% | $4,676-36.4% | $4,663-36.2% |
| Participant deferral / active EE | $6,459 | $6,466-0.1% | $5,629+14.7% | $6,691-3.5% |
| Admin fee / account holder | $86 | $19,316-99.6% | $15,914-99.5% | $13,402-99.4% |