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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 | $66,577 | $165,939-59.9% | $122,354-45.6% | $147,586-54.9% |
| Participation rate | 80.0% | 79.6%+0.4pp | 71.6%+8.4pp | 82.8%-2.8pp |
| Annual return | 16.25% | 34.56%-18.3pp | 30.28%-14.0pp | 578.59%-562.3pp |
| Employer contribution / active EE | $2,825 | $5,754-50.9% | $4,051-30.3% | $4,876-42.1% |
| Participant deferral / active EE | $3,490 | $4,005-12.9% | $3,287+6.2% | $5,439-35.8% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |