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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 | $36,651 | $162,785-77.5% | $133,959-72.6% | $158,950-76.9% |
| Participation rate | 76.9% | 83.2%-6.3pp | 79.8%-2.9pp | 82.0%-5.0pp |
| Annual return | 14.72% | 41.94%-27.2pp | 45.09%-30.4pp | 302.91%-288.2pp |
| Employer contribution / active EE | $3,119 | $4,975-37.3% | $3,919-20.4% | $4,762-34.5% |
| Participant deferral / active EE | $4,902 | $5,910-17.1% | $5,047-2.9% | $5,983-18.1% |
| Admin fee / account holder | $149 | $11,738-98.7% | $8,928-98.3% | $11,248-98.7% |