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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 | $45,220 | $88,702-49.0% | $81,780-44.7% | $145,978-69.0% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.4%-0.9pp | 80.3%-8.9pp |
| Annual return | 14.88% | 1029.12%-1014.2pp | 776.27%-761.4pp | 550.52%-535.6pp |
| Employer contribution / active EE | $1,851 | $3,084-40.0% | $2,914-36.5% | $4,662-60.3% |
| Participant deferral / active EE | $715 | $4,645-84.6% | $4,321-83.4% | $6,690-89.3% |
| Admin fee / account holder | $13 | $8,414-99.8% | $7,384-99.8% | $13,400-99.9% |