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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 | $121,736 | $176,105-30.9% | $159,474-23.7% | $167,536-27.3% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 11.40% | 331.91%-320.5pp | 263.68%-252.3pp | 478.82%-467.4pp |
| Employer contribution / active EE | $3,641 | $5,299-31.3% | $4,831-24.6% | $4,839-24.8% |
| Participant deferral / active EE | $10,441 | $7,751+34.7% | $7,353+42.0% | $6,342+64.6% |
| Admin fee / account holder | $9 | $12,559-99.9% | $10,802-99.9% | $12,315-99.9% |