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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 | $43,086 | $183,516-76.5% | $155,534-72.3% | $145,884-70.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.73% | 61.43%-40.7pp | 64.92%-44.2pp | 551.85%-531.1pp |
| Employer contribution / active EE | $3,082 | $5,315-42.0% | $4,675-34.1% | $4,662-33.9% |
| Participant deferral / active EE | $8,197 | $6,467+26.8% | $5,630+45.6% | $6,690+22.5% |
| Admin fee / account holder | $209 | $19,293-98.9% | $15,900-98.7% | $13,392-98.4% |