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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 | $68,232 | $197,637-65.5% | $177,848-61.6% | $158,982-57.1% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 21.28% | 58.77%-37.5pp | 48.33%-27.0pp | 302.99%-281.7pp |
| Employer contribution / active EE | $3,476 | $6,698-48.1% | $5,919-41.3% | $4,763-27.0% |
| Participant deferral / active EE | $7,001 | $8,405-16.7% | $7,714-9.2% | $5,983+17.0% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |