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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 | $67,141 | $118,877-43.5% | $96,570-30.5% | $167,536-59.9% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.8%+5.2pp | 82.1%-7.1pp |
| Annual return | 40.24% | 50.50%-10.3pp | 37.79%+2.5pp | 478.82%-438.6pp |
| Employer contribution / active EE | $2,492 | $3,121-20.1% | $2,357+5.7% | $4,839-48.5% |
| Participant deferral / active EE | $6,655 | $4,617+44.1% | $3,849+72.9% | $6,342+4.9% |
| Admin fee / account holder | $11 | $8,069-99.9% | $6,182-99.8% | $12,315-99.9% |