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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 | $84,166 | $109,908-23.4% | $97,161-13.4% | $145,978-42.3% |
| Participation rate | 70.0% | 75.9%-5.9pp | 72.7%-2.7pp | 80.3%-10.3pp |
| Annual return | 11.42% | 243.80%-232.4pp | 75.36%-63.9pp | 550.52%-539.1pp |
| Employer contribution / active EE | $816 | $3,077-73.5% | $2,723-70.0% | $4,662-82.5% |
| Participant deferral / active EE | $6,225 | $4,679+33.0% | $4,265+45.9% | $6,690-7.0% |
| Admin fee / account holder | $111 | $6,213-98.2% | $5,647-98.0% | $13,400-99.2% |