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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 | $45,879 | $68,097-32.6% | $62,929-27.1% | $137,256-66.6% |
| Participation rate | 93.3% | 77.4%+15.9pp | 73.1%+20.2pp | 80.0%+13.4pp |
| Annual return | 23.50% | 1859.11%-1835.6pp | 1063.93%-1040.4pp | 220.34%-196.8pp |
| Employer contribution / active EE | $2,675 | $2,811-4.8% | $2,505+6.8% | $4,156-35.6% |
| Participant deferral / active EE | $7,324 | $4,553+60.9% | $3,888+88.4% | $6,407+14.3% |
| Admin fee / account holder | $209 | $6,521-96.8% | $5,065-95.9% | $12,270-98.3% |