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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 | $40,190 | $168,635-76.2% | $147,617-72.8% | $125,389-67.9% |
| Participation rate | 77.8% | 88.8%-11.0pp | 84.6%-6.8pp | 83.2%-5.4pp |
| Annual return | 0.14% | 77.65%-77.5pp | 61.98%-61.8pp | 282.24%-282.1pp |
| Employer contribution / active EE | $10,345 | $6,252+65.5% | $5,564+85.9% | $4,866+112.6% |
| Participant deferral / active EE | $5,308 | $5,507-3.6% | $4,895+8.4% | $5,352-0.8% |
| Admin fee / account holder | $19 | $13,580-99.9% | $11,612-99.8% | $9,541-99.8% |