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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 | $62,669 | $211,288-70.3% | $178,540-64.9% | $145,884-57.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.02% | 30.27%-17.3pp | 27.15%-14.1pp | 551.85%-538.8pp |
| Employer contribution / active EE | $2,300 | $4,574-49.7% | $3,953-41.8% | $4,662-50.7% |
| Participant deferral / active EE | $11,424 | $6,967+64.0% | $6,281+81.9% | $6,690+70.8% |
| Admin fee / account holder | $243 | $12,105-98.0% | $10,424-97.7% | $13,392-98.2% |