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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 | $64,661 | $129,737-50.2% | $119,126-45.7% | $154,746-58.2% |
| Participation rate | 88.2% | 78.9%+9.4pp | 75.8%+12.5pp | 80.7%+7.5pp |
| Annual return | 10.82% | 379.08%-368.3pp | 282.11%-271.3pp | 172.34%-161.5pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,829 | $5,842-51.6% | $5,318-46.8% | $6,730-58.0% |
| Admin fee / account holder | $198 | $11,961-98.3% | $10,693-98.1% | $14,365-98.6% |