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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 | $84,771 | $156,963-46.0% | $121,204-30.1% | $139,466-39.2% |
| Participation rate | 71.4% | 76.5%-5.0pp | 69.5%+1.9pp | 80.3%-8.9pp |
| Annual return | 16.44% | 1476.75%-1460.3pp | 987.18%-970.7pp | 373.66%-357.2pp |
| Employer contribution / active EE | $2,578 | $5,544-53.5% | $4,170-38.2% | $4,754-45.8% |
| Participant deferral / active EE | $7,345 | $4,848+51.5% | $4,083+79.9% | $6,712+9.4% |
| Admin fee / account holder | $42 | $6,953-99.4% | $5,651-99.3% | $11,409-99.6% |