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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 | $8,690 | $169,361-94.9% | $129,397-93.3% | $145,877-94.0% |
| Participation rate | 77.3% | 76.5%+0.8pp | 69.6%+7.7pp | 80.3%-3.0pp |
| Annual return | 10.61% | 14395.54%-14384.9pp | 9453.98%-9443.4pp | 551.28%-540.7pp |
| Employer contribution / active EE | $747 | $5,542-86.5% | $4,154-82.0% | $4,663-84.0% |
| Participant deferral / active EE | $1,448 | $4,987-71.0% | $4,167-65.3% | $6,691-78.4% |
| Admin fee / account holder | $140 | $9,903-98.6% | $7,679-98.2% | $13,402-99.0% |