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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 | $54,438 | $112,933-51.8% | $90,970-40.2% | $158,982-65.8% |
| Participation rate | 72.7% | 74.7%-2.0pp | 69.0%+3.7pp | 82.0%-9.2pp |
| Annual return | 9.95% | 215.82%-205.9pp | 134.60%-124.6pp | 302.99%-293.0pp |
| Employer contribution / active EE | $1,578 | $2,893-45.5% | $2,122-25.6% | $4,763-66.9% |
| Participant deferral / active EE | $5,250 | $4,128+27.2% | $3,373+55.7% | $5,983-12.3% |
| Admin fee / account holder | $173 | $8,047-97.9% | $5,961-97.1% | $11,252-98.5% |