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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 | $98,424 | $217,432-54.7% | $185,851-47.0% | $167,553-41.3% |
| Participation rate | 72.7% | 86.1%-13.3pp | 81.7%-9.0pp | 82.1%-9.4pp |
| Annual return | 18.52% | 148.43%-129.9pp | 122.11%-103.6pp | 478.89%-460.4pp |
| Employer contribution / active EE | $1,971 | $5,874-66.4% | $5,168-61.9% | $4,840-59.3% |
| Participant deferral / active EE | $3,244 | $6,357-49.0% | $5,569-41.7% | $6,343-48.9% |
| Admin fee / account holder | $218 | $19,820-98.9% | $16,245-98.7% | $12,316-98.2% |