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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 | $59,593 | $103,393-42.4% | $87,103-31.6% | $152,909-61.0% |
| Participation rate | 89.5% | 79.4%+10.1pp | 76.9%+12.6pp | 82.5%+7.0pp |
| Annual return | 21.11% | 28.10%-7.0pp | 28.19%-7.1pp | 345.46%-324.4pp |
| Employer contribution / active EE | $5,760 | $3,221+78.8% | $2,521+128.4% | $4,764+20.9% |
| Participant deferral / active EE | $5,838 | $4,778+22.2% | $4,049+44.2% | $5,851-0.2% |
| Admin fee / account holder | $16 | $12,195-99.9% | $7,491-99.8% | $11,601-99.9% |