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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 | $71,753 | $61,125+17.4% | $94,057-23.7% | $87,485-18.0% |
| Participation rate | 88.5% | 64.1%+24.4pp | 73.3%+15.1pp | 68.9%+19.5pp |
| Annual return | 29.58% | 35.20%-5.6pp | 480.62%-451.0pp | 26.06%+3.5pp |
| Employer contribution / active EE | $4,346 | $2,136+103.4% | $2,933+48.2% | $2,596+67.4% |
| Participant deferral / active EE | $10,589 | $3,260+224.8% | $4,709+124.8% | $4,274+147.8% |
| Admin fee / account holder | $8 | $5,629-99.9% | $7,244-99.9% | $7,775-99.9% |