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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 | $45,481 | $183,516-75.2% | $155,534-70.8% | $145,884-68.8% |
| Participation rate | 94.1% | 82.7%+11.4pp | 78.2%+15.9pp | 80.3%+13.8pp |
| Annual return | 16.91% | 61.43%-44.5pp | 64.92%-48.0pp | 551.85%-534.9pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $12,116 | $6,467+87.4% | $5,630+115.2% | $6,690+81.1% |
| Admin fee / account holder | $278 | $19,293-98.6% | $15,900-98.2% | $13,392-97.9% |