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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 | $124,318 | $165,399-24.8% | $149,745-17.0% | $158,982-21.8% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 10.07% | 348.34%-338.3pp | 276.72%-266.7pp | 302.99%-292.9pp |
| Employer contribution / active EE | $1,761 | $5,105-65.5% | $4,646-62.1% | $4,763-63.0% |
| Participant deferral / active EE | $5,003 | $7,183-30.3% | $6,843-26.9% | $5,983-16.4% |
| Admin fee / account holder | $77 | $10,811-99.3% | $9,312-99.2% | $11,252-99.3% |