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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 | $169,777 | $104,937+61.8% | $84,628+100.6% | $152,897+11.0% |
| Participation rate | 77.8% | 74.8%+2.9pp | 68.2%+9.5pp | 82.5%-4.7pp |
| Annual return | 25.94% | 373.88%-347.9pp | 258.80%-232.9pp | 345.43%-319.5pp |
| Employer contribution / active EE | $664 | $3,303-79.9% | $2,653-75.0% | $4,764-86.1% |
| Participant deferral / active EE | $3,462 | $4,690-26.2% | $3,900-11.2% | $5,851-40.8% |
| Admin fee / account holder | $0 | $6,243-100.0% | $4,914-100.0% | $11,599-100.0% |