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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 | $46,943 | $88,754-47.1% | $81,820-42.6% | $145,877-67.8% |
| Participation rate | 71.4% | 75.1%-3.6pp | 72.4%-1.0pp | 80.3%-8.9pp |
| Annual return | 26.66% | 1031.77%-1005.1pp | 777.93%-751.3pp | 551.28%-524.6pp |
| Employer contribution / active EE | $2,648 | $3,085-14.2% | $2,915-9.2% | $4,663-43.2% |
| Participant deferral / active EE | $7,875 | $4,648+69.4% | $4,323+82.2% | $6,691+17.7% |
| Admin fee / account holder | $20 | $8,424-99.8% | $7,391-99.7% | $13,402-99.9% |