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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 | $29,989 | $160,028-81.3% | $147,080-79.6% | $145,884-79.4% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 15.58% | 98.60%-83.0pp | 420.17%-404.6pp | 551.85%-536.3pp |
| Employer contribution / active EE | $1,444 | $5,286-72.7% | $4,933-70.7% | $4,662-69.0% |
| Participant deferral / active EE | $3,828 | $8,422-54.6% | $8,066-52.5% | $6,690-42.8% |
| Admin fee / account holder | $136 | $15,030-99.1% | $12,989-99.0% | $13,392-99.0% |