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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 | $23,901 | $202,463-88.2% | $169,397-85.9% | $139,487-82.9% |
| Participation rate | 86.7% | 81.1%+5.6pp | 77.2%+9.5pp | 80.3%+6.3pp |
| Annual return | 21.86% | 532.64%-510.8pp | 406.23%-384.4pp | 373.84%-352.0pp |
| Employer contribution / active EE | $2,217 | $4,694-52.8% | $4,013-44.7% | $4,755-53.4% |
| Participant deferral / active EE | $4,190 | $6,941-39.6% | $6,223-32.7% | $6,713-37.6% |
| Admin fee / account holder | $52 | $10,726-99.5% | $9,017-99.4% | $11,407-99.5% |