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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 | $56,847 | $157,270-63.9% | $141,173-59.7% | $152,870-62.8% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.4%-4.7pp |
| Annual return | 16.38% | 64.33%-47.9pp | 71.40%-55.0pp | 345.34%-329.0pp |
| Employer contribution / active EE | $3,391 | $5,261-35.6% | $4,735-28.4% | $4,763-28.8% |
| Participant deferral / active EE | $3,482 | $7,110-51.0% | $6,710-48.1% | $5,850-40.5% |
| Admin fee / account holder | $5 | $12,121-100.0% | $10,262-99.9% | $11,597-100.0% |