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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 | $62,653 | $227,566-72.5% | $189,558-66.9% | $167,518-62.6% |
| Participation rate | 72.7% | 82.5%-9.8pp | 78.5%-5.7pp | 82.1%-9.4pp |
| Annual return | 21.55% | 78.43%-56.9pp | 64.19%-42.6pp | 478.71%-457.2pp |
| Employer contribution / active EE | $2,564 | $5,316-51.8% | $4,412-41.9% | $4,838-47.0% |
| Participant deferral / active EE | $4,521 | $7,002-35.4% | $6,174-26.8% | $6,342-28.7% |
| Admin fee / account holder | $223 | $11,881-98.1% | $9,809-97.7% | $12,312-98.2% |