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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 | $64,403 | $110,410-41.7% | $102,437-37.1% | $145,897-55.9% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 9.92% | 24.85%-14.9pp | 24.95%-15.0pp | 552.29%-542.4pp |
| Employer contribution / active EE | $3,652 | $4,217-13.4% | $3,871-5.6% | $4,663-21.7% |
| Participant deferral / active EE | $7,001 | $5,622+24.5% | $5,060+38.4% | $6,689+4.7% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |