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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 | $35,431 | $210,698-83.2% | $178,014-80.1% | $145,959-75.7% |
| Participation rate | 70.8% | 80.8%-9.9pp | 77.1%-6.3pp | 80.3%-9.5pp |
| Annual return | 8.84% | 386.27%-377.4pp | 294.80%-286.0pp | 561.95%-553.1pp |
| Employer contribution / active EE | $1,065 | $4,567-76.7% | $3,950-73.0% | $4,661-77.2% |
| Participant deferral / active EE | $3,440 | $6,958-50.6% | $6,276-45.2% | $6,689-48.6% |
| Admin fee / account holder | $239 | $12,016-98.0% | $10,362-97.7% | $13,398-98.2% |