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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 | $26,162 | $124,346-79.0% | $111,306-76.5% | $167,553-84.4% |
| Participation rate | 90.9% | 79.6%+11.3pp | 77.3%+13.6pp | 82.1%+8.8pp |
| Annual return | 25.68% | 37.46%-11.8pp | 54.67%-29.0pp | 478.89%-453.2pp |
| Employer contribution / active EE | $3,267 | $3,438-5.0% | $2,732+19.6% | $4,840-32.5% |
| Participant deferral / active EE | $4,990 | $5,182-3.7% | $4,488+11.2% | $6,343-21.3% |
| Admin fee / account holder | $0 | $10,623-100.0% | $7,966-100.0% | $12,316-100.0% |