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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 | $30,381 | $157,304-80.7% | $141,197-78.5% | $152,909-80.1% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.5%+8.5pp |
| Annual return | 23.86% | 64.34%-40.5pp | 71.41%-47.5pp | 345.46%-321.6pp |
| Employer contribution / active EE | $4,512 | $5,263-14.3% | $4,736-4.7% | $4,764-5.3% |
| Participant deferral / active EE | $3,445 | $7,111-51.5% | $6,710-48.7% | $5,851-41.1% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |