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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 | $29,645 | $183,516-83.8% | $155,534-80.9% | $145,884-79.7% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 14.03% | 61.43%-47.4pp | 64.92%-50.9pp | 551.85%-537.8pp |
| Employer contribution / active EE | $1,242 | $5,315-76.6% | $4,675-73.4% | $4,662-73.4% |
| Participant deferral / active EE | $3,307 | $6,467-48.9% | $5,630-41.3% | $6,690-50.6% |
| Admin fee / account holder | $255 | $19,293-98.7% | $15,900-98.4% | $13,392-98.1% |