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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 | $81,182 | $105,200-22.8% | $159,474-49.1% | $85,847-5.4% |
| Participation rate | 70.0% | 75.8%-5.8pp | 82.8%-12.8pp | 69.3%+0.7pp |
| Annual return | 25.03% | 45.08%-20.0pp | 263.68%-238.6pp | 318.61%-293.6pp |
| Employer contribution / active EE | $4,014 | $3,319+21.0% | $4,831-16.9% | $2,565+56.5% |
| Participant deferral / active EE | $7,471 | $5,946+25.7% | $7,353+1.6% | $3,952+89.0% |
| Admin fee / account holder | $0 | $6,934-100.0% | $10,802-100.0% | $6,261-100.0% |