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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 | $8,145 | $110,093-92.6% | $97,295-91.6% | $145,897-94.4% |
| Participation rate | 71.4% | 75.9%-4.5pp | 72.7%-1.2pp | 80.3%-8.9pp |
| Annual return | 11.56% | 244.76%-233.2pp | 75.62%-64.1pp | 552.29%-540.7pp |
| Employer contribution / active EE | $1,133 | $3,077-63.2% | $2,723-58.4% | $4,663-75.7% |
| Participant deferral / active EE | $2,392 | $4,678-48.9% | $4,264-43.9% | $6,689-64.2% |
| Admin fee / account holder | $213 | $6,212-96.6% | $5,646-96.2% | $13,390-98.4% |