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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 | $29,948 | $109,908-72.8% | $97,161-69.2% | $145,978-79.5% |
| Participation rate | 77.8% | 75.9%+1.8pp | 72.7%+5.1pp | 80.3%-2.5pp |
| Annual return | 15.29% | 243.80%-228.5pp | 75.36%-60.1pp | 550.52%-535.2pp |
| Employer contribution / active EE | $1,060 | $3,077-65.6% | $2,723-61.1% | $4,662-77.3% |
| Participant deferral / active EE | $6,248 | $4,679+33.5% | $4,265+46.5% | $6,690-6.6% |
| Admin fee / account holder | $0 | $6,213-100.0% | $5,647-100.0% | $13,400-100.0% |