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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 | $90,536 | $165,381-45.3% | $149,730-39.5% | $158,966-43.0% |
| Participation rate | 86.7% | 84.6%+2.1pp | 82.5%+4.2pp | 82.0%+4.7pp |
| Annual return | 13.41% | 348.29%-334.9pp | 276.70%-263.3pp | 302.95%-289.5pp |
| Employer contribution / active EE | $2,752 | $5,104-46.1% | $4,645-40.8% | $4,762-42.2% |
| Participant deferral / active EE | $6,101 | $7,182-15.1% | $6,843-10.8% | $5,983+2.0% |
| Admin fee / account holder | $66 | $10,809-99.4% | $9,310-99.3% | $11,250-99.4% |