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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 | $19,928 | $114,119-82.5% | $107,187-81.4% | $138,895-85.7% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 79.9%+5.8pp |
| Annual return | 22.11% | 273.21%-251.1pp | 204.55%-182.4pp | 145.39%-123.3pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,997 | $5,538-9.8% | $5,096-1.9% | $6,396-21.9% |
| Admin fee / account holder | $28 | $10,024-99.7% | $9,162-99.7% | $12,562-99.8% |