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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 | $28,962 | $129,737-77.7% | $119,126-75.7% | $154,746-81.3% |
| Participation rate | 70.6% | 78.9%-8.3pp | 75.8%-5.2pp | 80.7%-10.1pp |
| Annual return | 22.42% | 379.08%-356.7pp | 282.11%-259.7pp | 172.34%-149.9pp |
| Employer contribution / active EE | $1,682 | $4,375-61.6% | $4,034-58.3% | $4,379-61.6% |
| Participant deferral / active EE | $2,895 | $5,842-50.4% | $5,318-45.6% | $6,730-57.0% |
| Admin fee / account holder | $69 | $11,961-99.4% | $10,693-99.4% | $14,365-99.5% |