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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 | $44,477 | $108,942-59.2% | $100,415-55.7% | $145,897-69.5% |
| Participation rate | 79.2% | 83.0%-3.8pp | 81.5%-2.4pp | 80.3%-1.1pp |
| Annual return | 14.51% | 58.27%-43.8pp | 49.47%-35.0pp | 552.29%-537.8pp |
| Employer contribution / active EE | $2,657 | $4,422-39.9% | $3,943-32.6% | $4,663-43.0% |
| Participant deferral / active EE | $6,256 | $8,461-26.1% | $8,091-22.7% | $6,689-6.5% |
| Admin fee / account holder | $0 | $9,702-100.0% | $7,906-100.0% | $13,390-100.0% |