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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 | $38,717 | $103,008-62.4% | $90,304-57.1% | $152,897-74.7% |
| Participation rate | 77.8% | 75.9%+1.9pp | 73.3%+4.5pp | 82.5%-4.7pp |
| Annual return | 23.81% | 95.22%-71.4pp | 78.13%-54.3pp | 345.43%-321.6pp |
| Employer contribution / active EE | $3,183 | $3,139+1.4% | $2,855+11.5% | $4,764-33.2% |
| Participant deferral / active EE | $3,317 | $4,281-22.5% | $3,885-14.6% | $5,851-43.3% |
| Admin fee / account holder | $174 | $6,175-97.2% | $5,354-96.7% | $11,599-98.5% |