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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 | $45,680 | $226,090-79.8% | $182,531-75.0% | $152,885-70.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 12.43% | 192.57%-180.1pp | 148.57%-136.1pp | 345.39%-333.0pp |
| Employer contribution / active EE | $1,958 | $4,978-60.7% | $4,075-52.0% | $4,763-58.9% |
| Participant deferral / active EE | $3,439 | $6,369-46.0% | $5,525-37.7% | $5,851-41.2% |
| Admin fee / account holder | $56 | $10,705-99.5% | $8,593-99.4% | $11,598-99.5% |