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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 | $51,224 | $83,337-38.5% | $67,834-24.5% | $273,972-81.3% |
| Participation rate | 75.0% | 76.4%-1.4pp | 68.8%+6.2pp | 83.0%-8.0pp |
| Annual return | 5.57% | 259.45%-253.9pp | 138.47%-132.9pp | 41.46%-35.9pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $2,403-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,469 | $4,088-64.1% | $3,160-53.5% | $5,287-72.2% |
| Admin fee / account holder | $16 | $6,752-99.8% | $4,622-99.7% | $10,133-99.8% |