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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 | $42,177 | $78,707-46.4% | $117,861-64.2% | $70,126-39.9% |
| Participation rate | 76.7% | 73.2%+3.5pp | 79.7%-3.0pp | 69.5%+7.1pp |
| Annual return | 17.51% | 23.30%-5.8pp | 335.11%-317.6pp | 73.15%-55.6pp |
| Employer contribution / active EE | $4,331 | $2,223+94.8% | $3,786+14.4% | $2,343+84.9% |
| Participant deferral / active EE | $2,552 | $3,297-22.6% | $4,482-43.1% | $3,332-23.4% |
| Admin fee / account holder | $0 | $5,066-100.0% | $8,021-100.0% | $4,645-100.0% |