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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 | $57,747 | $165,399-65.1% | $149,745-61.4% | $158,982-63.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.22% | 348.34%-326.1pp | 276.72%-254.5pp | 302.99%-280.8pp |
| Employer contribution / active EE | $1,173 | $5,105-77.0% | $4,646-74.8% | $4,763-75.4% |
| Participant deferral / active EE | $5,952 | $7,183-17.1% | $6,843-13.0% | $5,983-0.5% |
| Admin fee / account holder | $146 | $10,811-98.7% | $9,312-98.4% | $11,252-98.7% |