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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 | $169,237-94.9% | $129,339-93.3% | $145,978-94.0% |
| Participation rate | 77.3% | 76.5%+0.8pp | 69.6%+7.6pp | 80.3%-3.0pp |
| Annual return | 10.61% | 14364.43%-14353.8pp | 9437.05%-9426.4pp | 550.52%-539.9pp |
| Employer contribution / active EE | $747 | $5,540-86.5% | $4,154-82.0% | $4,662-84.0% |
| Participant deferral / active EE | $1,448 | $4,991-71.0% | $4,170-65.3% | $6,690-78.4% |
| Admin fee / account holder | $140 | $9,882-98.6% | $7,668-98.2% | $13,400-99.0% |