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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 | $86,791 | $196,972-55.9% | $182,262-52.4% | $198,609-56.3% |
| Participation rate | 73.3% | 85.7%-12.4pp | 84.2%-10.9pp | 82.4%-9.0pp |
| Annual return | 17.94% | 158.27%-140.3pp | 140.60%-122.7pp | 202.70%-184.8pp |
| Employer contribution / active EE | $2,453 | $5,364-54.3% | $5,046-51.4% | $5,055-51.5% |
| Participant deferral / active EE | $5,395 | $8,643-37.6% | $8,276-34.8% | $6,977-22.7% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |