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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 | $10,937 | $180,749-93.9% | $160,784-93.2% | $137,256-92.0% |
| Participation rate | 75.0% | 80.0%-5.0pp | 77.0%-2.0pp | 80.0%-5.0pp |
| Annual return | 16.76% | 2234.46%-2217.7pp | 1803.92%-1787.2pp | 220.34%-203.6pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,364 | $6,844-80.1% | $6,293-78.3% | $6,407-78.7% |
| Admin fee / account holder | $41 | $10,397-99.6% | $9,717-99.6% | $12,270-99.7% |