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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 | $28,421 | $148,629-80.9% | $135,982-79.1% | $139,487-79.6% |
| Participation rate | 78.6% | 83.9%-5.3pp | 81.9%-3.4pp | 80.3%-1.8pp |
| Annual return | 20.34% | 79.33%-59.0pp | 68.32%-48.0pp | 373.84%-353.5pp |
| Employer contribution / active EE | $2,331 | $5,247-55.6% | $4,859-52.0% | $4,755-51.0% |
| Participant deferral / active EE | $4,039 | $8,102-50.1% | $7,760-47.9% | $6,713-39.8% |
| Admin fee / account holder | $8 | $12,406-99.9% | $10,767-99.9% | $11,407-99.9% |