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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 | $61,337 | $134,817-54.5% | $123,973-50.5% | $155,188-60.5% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.7%+3.3pp | 80.8%-0.8pp |
| Annual return | 16.76% | 515.49%-498.7pp | 388.13%-371.4pp | 148.84%-132.1pp |
| Employer contribution / active EE | $960 | $4,425-78.3% | $4,126-76.7% | $4,248-77.4% |
| Participant deferral / active EE | $6,074 | $5,706+6.4% | $5,247+15.8% | $6,531-7.0% |
| Admin fee / account holder | $233 | $13,245-98.2% | $11,799-98.0% | $14,480-98.4% |