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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 | $71,690 | $175,231-59.1% | $149,696-52.1% | $139,466-48.6% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 14.71% | 166.77%-152.1pp | 134.46%-119.7pp | 373.66%-359.0pp |
| Employer contribution / active EE | $3,068 | $5,478-44.0% | $4,821-36.4% | $4,754-35.5% |
| Participant deferral / active EE | $2,286 | $6,521-64.9% | $5,682-59.8% | $6,712-65.9% |
| Admin fee / account holder | $96 | $16,155-99.4% | $13,212-99.3% | $11,409-99.2% |