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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 | $82,345 | $162,812-49.4% | $133,971-38.5% | $158,966-48.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 0.00% | 41.94%-41.9pp | 45.09%-45.1pp | 302.95%-302.9pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,098 | $5,910-47.6% | $5,047-38.6% | $5,983-48.2% |
| Admin fee / account holder | $215 | $11,741-98.2% | $8,929-97.6% | $11,250-98.1% |