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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 | $30,267 | $142,430-78.7% | $115,170-73.7% | $152,885-80.2% |
| Participation rate | 75.0% | 82.4%-7.4pp | 75.9%-0.9pp | 82.5%-7.5pp |
| Annual return | 0.00% | 41.48%-41.5pp | 35.60%-35.6pp | 345.39%-345.4pp |
| Employer contribution / active EE | $1,991 | $4,011-50.4% | $3,179-37.4% | $4,763-58.2% |
| Participant deferral / active EE | $6,222 | $5,165+20.5% | $4,169+49.2% | $5,851+6.3% |
| Admin fee / account holder | $56 | $8,464-99.3% | $7,089-99.2% | $11,598-99.5% |