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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 | $66,204 | $148,582-55.4% | $135,942-51.3% | $139,456-52.5% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 20.22% | 79.26%-59.0pp | 68.28%-48.1pp | 373.45%-353.2pp |
| Employer contribution / active EE | $4,079 | $5,245-22.2% | $4,858-16.0% | $4,753-14.2% |
| Participant deferral / active EE | $14,694 | $8,101+81.4% | $7,759+89.4% | $6,711+118.9% |
| Admin fee / account holder | $233 | $12,402-98.1% | $10,764-97.8% | $11,407-98.0% |