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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 | $26,544 | $148,582-82.1% | $135,942-80.5% | $139,456-81.0% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 26.05% | 79.26%-53.2pp | 68.28%-42.2pp | 373.45%-347.4pp |
| Employer contribution / active EE | $1,671 | $5,245-68.1% | $4,858-65.6% | $4,753-64.8% |
| Participant deferral / active EE | $6,214 | $8,101-23.3% | $7,759-19.9% | $6,711-7.4% |
| Admin fee / account holder | $79 | $12,402-99.4% | $10,764-99.3% | $11,407-99.3% |