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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 | $52,934 | $197,625-73.2% | $177,840-70.2% | $158,966-66.7% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 20.01% | 58.76%-38.8pp | 48.32%-28.3pp | 302.95%-282.9pp |
| Employer contribution / active EE | $1,552 | $6,698-76.8% | $5,919-73.8% | $4,762-67.4% |
| Participant deferral / active EE | $6,698 | $8,405-20.3% | $7,714-13.2% | $5,983+12.0% |
| Admin fee / account holder | $0 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |