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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 | $54,311 | $134,817-59.7% | $123,973-56.2% | $155,188-65.0% |
| Participation rate | 72.7% | 79.4%-6.7pp | 76.7%-3.9pp | 80.8%-8.1pp |
| Annual return | 22.83% | 515.49%-492.7pp | 388.13%-365.3pp | 148.84%-126.0pp |
| Employer contribution / active EE | $1,538 | $4,425-65.2% | $4,126-62.7% | $4,248-63.8% |
| Participant deferral / active EE | $5,985 | $5,706+4.9% | $5,247+14.1% | $6,531-8.4% |
| Admin fee / account holder | $256 | $13,245-98.1% | $11,799-97.8% | $14,480-98.2% |