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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 | $48,754 | $169,336-71.2% | $129,384-62.3% | $145,884-66.6% |
| Participation rate | 86.7% | 76.5%+10.2pp | 69.6%+17.0pp | 80.3%+6.4pp |
| Annual return | 14.49% | 14408.70%-14394.2pp | 9461.77%-9447.3pp | 551.85%-537.4pp |
| Employer contribution / active EE | $1,387 | $5,540-75.0% | $4,153-66.6% | $4,662-70.2% |
| Participant deferral / active EE | $4,912 | $4,985-1.5% | $4,166+17.9% | $6,690-26.6% |
| Admin fee / account holder | $5 | $9,912-99.9% | $7,686-99.9% | $13,392-100.0% |