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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 | $35,071 | $114,119-69.3% | $107,187-67.3% | $138,895-74.7% |
| Participation rate | 95.0% | 78.1%+16.9pp | 75.0%+20.0pp | 79.9%+15.1pp |
| Annual return | 22.66% | 273.21%-250.5pp | 204.55%-181.9pp | 145.39%-122.7pp |
| Employer contribution / active EE | $4,923 | $4,059+21.3% | $3,782+30.2% | $4,194+17.4% |
| Participant deferral / active EE | $4,464 | $5,538-19.4% | $5,096-12.4% | $6,396-30.2% |
| Admin fee / account holder | $267 | $10,024-97.3% | $9,162-97.1% | $12,562-97.9% |