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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 | $54,687 | $148,623-63.2% | $135,974-59.8% | $139,466-60.8% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 22.98% | 79.30%-56.3pp | 68.30%-45.3pp | 373.66%-350.7pp |
| Employer contribution / active EE | $4,587 | $5,246-12.6% | $4,859-5.6% | $4,754-3.5% |
| Participant deferral / active EE | $14,572 | $8,103+79.8% | $7,760+87.8% | $6,712+117.1% |
| Admin fee / account holder | $287 | $12,406-97.7% | $10,767-97.3% | $11,409-97.5% |