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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 | $186,635 | $82,630+125.9% | $64,105+191.1% | $125,389+48.8% |
| Participation rate | 71.4% | 75.9%-4.4pp | 68.2%+3.3pp | 83.2%-11.8pp |
| Annual return | 1.95% | 1489.72%-1487.8pp | 791.24%-789.3pp | 282.24%-280.3pp |
| Employer contribution / active EE | $2,267 | $2,671-15.1% | $1,820+24.6% | $4,866-53.4% |
| Participant deferral / active EE | $3,086 | $3,608-14.5% | $2,822+9.4% | $5,352-42.3% |
| Admin fee / account holder | $199 | $6,382-96.9% | $4,499-95.6% | $9,541-97.9% |