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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 | $40,222 | $196,972-79.6% | $182,262-77.9% | $198,609-79.7% |
| Participation rate | 75.0% | 85.7%-10.7pp | 84.2%-9.2pp | 82.4%-7.4pp |
| Annual return | 9.78% | 158.27%-148.5pp | 140.60%-130.8pp | 202.70%-192.9pp |
| Employer contribution / active EE | $1,495 | $5,364-72.1% | $5,046-70.4% | $5,055-70.4% |
| Participant deferral / active EE | $8,350 | $8,643-3.4% | $8,276+0.9% | $6,977+19.7% |
| Admin fee / account holder | $241 | $18,429-98.7% | $16,712-98.6% | $19,030-98.7% |