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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 | $101,272 | $183,627-44.8% | $155,602-34.9% | $145,978-30.6% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 11.94% | 61.32%-49.4pp | 64.81%-52.9pp | 550.52%-538.6pp |
| Employer contribution / active EE | $2,500 | $5,316-53.0% | $4,675-46.5% | $4,662-46.4% |
| Participant deferral / active EE | $3,812 | $6,466-41.0% | $5,629-32.3% | $6,690-43.0% |
| Admin fee / account holder | $61 | $19,327-99.7% | $15,923-99.6% | $13,400-99.5% |