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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 | $44,719 | $112,131-60.1% | $95,964-53.4% | $158,982-71.9% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 22.43% | 171.19%-148.8pp | 91.64%-69.2pp | 302.99%-280.6pp |
| Employer contribution / active EE | $1,988 | $3,199-37.9% | $2,541-21.8% | $4,763-58.3% |
| Participant deferral / active EE | $4,180 | $4,784-12.6% | $4,167+0.3% | $5,983-30.1% |
| Admin fee / account holder | $174 | $10,136-98.3% | $6,797-97.4% | $11,252-98.5% |