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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 | $87,375 | $144,130-39.4% | $117,860-25.9% | $147,585-40.8% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.7%+0.3pp | 82.8%-2.8pp |
| Annual return | 9.22% | 531.20%-522.0pp | 335.10%-325.9pp | 578.58%-569.4pp |
| Employer contribution / active EE | $2,441 | $4,897-50.2% | $3,786-35.5% | $4,876-49.9% |
| Participant deferral / active EE | $3,327 | $5,316-37.4% | $4,482-25.8% | $5,439-38.8% |
| Admin fee / account holder | $274 | $10,887-97.5% | $8,021-96.6% | $10,886-97.5% |