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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 | $41,300 | $152,460-72.9% | $118,746-65.2% | $147,585-72.0% |
| Participation rate | 71.4% | 82.3%-10.8pp | 78.3%-6.8pp | 82.8%-11.4pp |
| Annual return | 21.34% | 17.41%+3.9pp | 24.54%-3.2pp | 578.58%-557.2pp |
| Employer contribution / active EE | $2,867 | $5,046-43.2% | $4,193-31.6% | $4,876-41.2% |
| Participant deferral / active EE | $3,747 | $6,212-39.7% | $5,332-29.7% | $5,439-31.1% |
| Admin fee / account holder | $0 | $16,953-100.0% | $10,720-100.0% | $10,886-100.0% |