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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 | $52,716 | $70,366-25.1% | $66,674-20.9% | $138,895-62.0% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.7%+1.3pp | 79.9%-4.9pp |
| Annual return | 23.89% | 386.41%-362.5pp | 321.24%-297.3pp | 145.39%-121.5pp |
| Employer contribution / active EE | $2,493 | $2,765-9.9% | $2,620-4.9% | $4,194-40.6% |
| Participant deferral / active EE | $6,107 | $4,374+39.6% | $4,084+49.5% | $6,396-4.5% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |