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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 | $53,753 | $112,112-52.1% | $95,956-44.0% | $158,950-66.2% |
| Participation rate | 91.7% | 79.0%+12.7pp | 77.1%+14.6pp | 82.0%+9.7pp |
| Annual return | 22.37% | 171.15%-148.8pp | 91.63%-69.3pp | 302.91%-280.5pp |
| Employer contribution / active EE | $2,725 | $3,199-14.8% | $2,541+7.3% | $4,762-42.8% |
| Participant deferral / active EE | $3,442 | $4,784-28.1% | $4,167-17.4% | $5,983-42.5% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,797-100.0% | $11,248-100.0% |