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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 | $64,842 | $72,071-10.0% | $68,368-5.2% | $137,256-52.8% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 23.22% | 353.14%-329.9pp | 292.57%-269.4pp | 220.34%-197.1pp |
| Employer contribution / active EE | $1,775 | $2,788-36.3% | $2,649-33.0% | $4,156-57.3% |
| Participant deferral / active EE | $4,936 | $4,410+11.9% | $4,123+19.7% | $6,407-23.0% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |