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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 | $22,555 | $118,708-81.0% | $98,920-77.2% | $158,966-85.8% |
| Participation rate | 73.3% | 77.8%-4.5pp | 76.0%-2.7pp | 82.0%-8.6pp |
| Annual return | 19.62% | 372.49%-352.9pp | 196.47%-176.8pp | 302.95%-283.3pp |
| Employer contribution / active EE | $1,078 | $3,334-67.7% | $2,689-59.9% | $4,762-77.4% |
| Participant deferral / active EE | $2,157 | $5,089-57.6% | $4,245-49.2% | $5,983-63.9% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,643-100.0% | $11,250-100.0% |