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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 | $44,158 | $88,710-50.2% | $81,783-46.0% | $145,959-69.7% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.4%-2.4pp | 80.3%-10.3pp |
| Annual return | 18.02% | 1027.26%-1009.2pp | 775.05%-757.0pp | 561.95%-543.9pp |
| Employer contribution / active EE | $3,531 | $3,083+14.5% | $2,913+21.2% | $4,661-24.2% |
| Participant deferral / active EE | $4,834 | $4,645+4.1% | $4,320+11.9% | $6,689-27.7% |
| Admin fee / account holder | $6 | $8,407-99.9% | $7,380-99.9% | $13,398-100.0% |