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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 | $51,418 | $183,516-72.0% | $155,534-66.9% | $145,884-64.8% |
| Participation rate | 76.9% | 82.7%-5.8pp | 78.2%-1.3pp | 80.3%-3.4pp |
| Annual return | 14.37% | 61.43%-47.1pp | 64.92%-50.5pp | 551.85%-537.5pp |
| Employer contribution / active EE | $1,438 | $5,315-72.9% | $4,675-69.2% | $4,662-69.2% |
| Participant deferral / active EE | $3,009 | $6,467-53.5% | $5,630-46.6% | $6,690-55.0% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |