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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 | $49,239 | $138,075-64.3% | $123,552-60.1% | $135,379-63.6% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | 11.75% | 153.70%-142.0pp | 119.20%-107.5pp | 519.79%-508.0pp |
| Employer contribution / active EE | $3,798 | $5,152-26.3% | $4,628-17.9% | $4,779-20.5% |
| Participant deferral / active EE | $4,741 | $6,800-30.3% | $6,426-26.2% | $5,609-15.5% |
| Admin fee / account holder | $208 | $10,917-98.1% | $9,285-97.8% | $10,828-98.1% |