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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 | $133,233 | $209,425-36.4% | $178,499-25.4% | $158,966-16.2% |
| Participation rate | 72.7% | 86.4%-13.6pp | 81.9%-9.2pp | 82.0%-9.2pp |
| Annual return | 12.34% | 188.80%-176.5pp | 151.10%-138.8pp | 302.95%-290.6pp |
| Employer contribution / active EE | $2,266 | $5,707-60.3% | $5,011-54.8% | $4,762-52.4% |
| Participant deferral / active EE | $3,319 | $5,955-44.3% | $5,202-36.2% | $5,983-44.5% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |