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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 | $65,487 | $112,915-42.0% | $90,965-28.0% | $158,950-58.8% |
| Participation rate | 75.0% | 74.7%+0.3pp | 69.0%+6.0pp | 82.0%-7.0pp |
| Annual return | 14.53% | 215.75%-201.2pp | 134.57%-120.0pp | 302.91%-288.4pp |
| Employer contribution / active EE | $1,364 | $2,894-52.9% | $2,122-35.7% | $4,762-71.4% |
| Participant deferral / active EE | $5,132 | $4,128+24.3% | $3,373+52.2% | $5,983-14.2% |
| Admin fee / account holder | $59 | $8,044-99.3% | $5,960-99.0% | $11,248-99.5% |