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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 | $96,899 | $165,399-41.4% | $149,745-35.3% | $158,982-39.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.24% | 348.34%-335.1pp | 276.72%-263.5pp | 302.99%-289.7pp |
| Employer contribution / active EE | $1,846 | $5,105-63.8% | $4,646-60.3% | $4,763-61.2% |
| Participant deferral / active EE | $3,602 | $7,183-49.9% | $6,843-47.4% | $5,983-39.8% |
| Admin fee / account holder | $20 | $10,811-99.8% | $9,312-99.8% | $11,252-99.8% |