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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 | $46,388 | $70,366-34.1% | $66,674-30.4% | $138,895-66.6% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.7%+1.3pp | 79.9%-4.9pp |
| Annual return | 18.44% | 386.41%-368.0pp | 321.24%-302.8pp | 145.39%-127.0pp |
| Employer contribution / active EE | $1,753 | $2,765-36.6% | $2,620-33.1% | $4,194-58.2% |
| Participant deferral / active EE | $4,905 | $4,374+12.1% | $4,084+20.1% | $6,396-23.3% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |