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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 | $79,861 | $105,200-24.1% | $159,474-49.9% | $85,847-7.0% |
| Participation rate | 77.8% | 75.8%+2.0pp | 82.8%-5.1pp | 69.3%+8.5pp |
| Annual return | 14.22% | 45.08%-30.9pp | 263.68%-249.5pp | 318.61%-304.4pp |
| Employer contribution / active EE | $3,310 | $3,319-0.3% | $4,831-31.5% | $2,565+29.0% |
| Participant deferral / active EE | $5,703 | $5,946-4.1% | $7,353-22.4% | $3,952+44.3% |
| Admin fee / account holder | $0 | $6,934-100.0% | $10,802-100.0% | $6,261-100.0% |