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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 | $82,570 | $166,020-50.3% | $164,866-49.9% | $145,959-43.4% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.6%-7.2pp | 80.3%-8.9pp |
| Annual return | 12.16% | 100.08%-87.9pp | 69.97%-57.8pp | 561.95%-549.8pp |
| Employer contribution / active EE | $1,840 | $5,275-65.1% | $4,343-57.6% | $4,661-60.5% |
| Participant deferral / active EE | $8,040 | $6,961+15.5% | $6,033+33.3% | $6,689+20.2% |
| Admin fee / account holder | $0 | $16,644-100.0% | $12,689-100.0% | $13,398-100.0% |