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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 | $45,570 | $166,268-72.6% | $165,100-72.4% | $145,897-68.8% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 10.06% | 100.52%-90.5pp | 70.21%-60.2pp | 552.29%-542.2pp |
| Employer contribution / active EE | $2,446 | $5,284-53.7% | $4,348-43.7% | $4,663-47.5% |
| Participant deferral / active EE | $2,707 | $6,964-61.1% | $6,035-55.2% | $6,689-59.5% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |