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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 | $42,165 | $209,422-79.9% | $178,503-76.4% | $158,982-73.5% |
| Participation rate | 87.5% | 86.4%+1.1pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 26.49% | 188.81%-162.3pp | 151.12%-124.6pp | 302.99%-276.5pp |
| Employer contribution / active EE | $1,366 | $5,707-76.1% | $5,011-72.7% | $4,763-71.3% |
| Participant deferral / active EE | $6,893 | $5,955+15.7% | $5,202+32.5% | $5,983+15.2% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |