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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 | $36,439 | $107,941-66.2% | $91,994-60.4% | $152,897-76.2% |
| Participation rate | 86.7% | 81.2%+5.5pp | 78.6%+8.0pp | 82.5%+4.2pp |
| Annual return | 27.13% | 89.28%-62.1pp | 69.04%-41.9pp | 345.43%-318.3pp |
| Employer contribution / active EE | $3,067 | $4,212-27.2% | $3,453-11.2% | $4,764-35.6% |
| Participant deferral / active EE | $3,996 | $6,366-37.2% | $5,924-32.5% | $5,851-31.7% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,744-100.0% | $11,599-100.0% |