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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 | $55,334 | $167,030-66.9% | $135,768-59.2% | $155,188-64.3% |
| Participation rate | 94.4% | 76.2%+18.3pp | 71.1%+23.4pp | 80.8%+13.6pp |
| Annual return | 16.86% | 678.39%-661.5pp | 526.10%-509.2pp | 148.84%-132.0pp |
| Employer contribution / active EE | $3,417 | $4,132-17.3% | $3,394+0.7% | $4,248-19.6% |
| Participant deferral / active EE | $4,767 | $4,528+5.3% | $3,977+19.9% | $6,531-27.0% |
| Admin fee / account holder | $160 | $8,172-98.0% | $7,048-97.7% | $14,480-98.9% |