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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 | $31,521 | $160,028-80.3% | $147,080-78.6% | $145,884-78.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 10.24% | 98.60%-88.4pp | 420.17%-409.9pp | 551.85%-541.6pp |
| Employer contribution / active EE | $1,861 | $5,286-64.8% | $4,933-62.3% | $4,662-60.1% |
| Participant deferral / active EE | $3,150 | $8,422-62.6% | $8,066-60.9% | $6,690-52.9% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |