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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 | $45,538 | $183,627-75.2% | $155,602-70.7% | $145,978-68.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 14.92% | 61.32%-46.4pp | 64.81%-49.9pp | 550.52%-535.6pp |
| Employer contribution / active EE | $1,861 | $5,316-65.0% | $4,675-60.2% | $4,662-60.1% |
| Participant deferral / active EE | $5,223 | $6,466-19.2% | $5,629-7.2% | $6,690-21.9% |
| Admin fee / account holder | $10 | $19,327-99.9% | $15,923-99.9% | $13,400-99.9% |