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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 | $44,486 | $107,341-58.6% | $92,897-52.1% | $152,870-70.9% |
| Participation rate | 90.0% | 79.8%+10.2pp | 76.0%+14.0pp | 82.4%+7.6pp |
| Annual return | 27.19% | 145.59%-118.4pp | 109.42%-82.2pp | 345.34%-318.2pp |
| Employer contribution / active EE | $2,758 | $4,221-34.7% | $3,653-24.5% | $4,763-42.1% |
| Participant deferral / active EE | $9,359 | $4,847+93.1% | $4,238+120.8% | $5,850+60.0% |
| Admin fee / account holder | $18 | $7,080-99.7% | $5,794-99.7% | $11,597-99.8% |