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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 | $42,746 | $102,978-58.5% | $90,287-52.7% | $152,870-72.0% |
| Participation rate | 84.6% | 75.9%+8.8pp | 73.3%+11.3pp | 82.4%+2.2pp |
| Annual return | 22.50% | 95.17%-72.7pp | 78.10%-55.6pp | 345.34%-322.8pp |
| Employer contribution / active EE | $2,048 | $3,139-34.8% | $2,855-28.3% | $4,763-57.0% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,850-100.0% |
| Admin fee / account holder | $253 | $6,171-95.9% | $5,351-95.3% | $11,597-97.8% |