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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 | $50,455 | $176,077-71.3% | $159,455-68.4% | $167,518-69.9% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 19.41% | 331.83%-312.4pp | 263.63%-244.2pp | 478.71%-459.3pp |
| Employer contribution / active EE | $1,232 | $5,298-76.7% | $4,830-74.5% | $4,838-74.5% |
| Participant deferral / active EE | $5,108 | $7,751-34.1% | $7,353-30.5% | $6,342-19.5% |
| Admin fee / account holder | $267 | $12,556-97.9% | $10,800-97.5% | $12,312-97.8% |