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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 | $36,298 | $134,817-73.1% | $123,973-70.7% | $155,188-76.6% |
| Participation rate | 88.9% | 79.4%+9.5pp | 76.7%+12.2pp | 80.8%+8.1pp |
| Annual return | 36.85% | 515.49%-478.6pp | 388.13%-351.3pp | 148.84%-112.0pp |
| Employer contribution / active EE | $1,379 | $4,425-68.8% | $4,126-66.6% | $4,248-67.5% |
| Participant deferral / active EE | $7,299 | $5,706+27.9% | $5,247+39.1% | $6,531+11.8% |
| Admin fee / account holder | $118 | $13,245-99.1% | $11,799-99.0% | $14,480-99.2% |