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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 | $40,262 | $160,070-74.8% | $147,117-72.6% | $145,897-72.4% |
| Participation rate | 86.4% | 84.0%+2.3pp | 82.2%+4.2pp | 80.3%+6.1pp |
| Annual return | 17.11% | 98.69%-81.6pp | 420.54%-403.4pp | 552.29%-535.2pp |
| Employer contribution / active EE | $1,455 | $5,285-72.5% | $4,932-70.5% | $4,663-68.8% |
| Participant deferral / active EE | $3,449 | $8,419-59.0% | $8,065-57.2% | $6,689-48.4% |
| Admin fee / account holder | $177 | $15,035-98.8% | $12,993-98.6% | $13,390-98.7% |