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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 | $69,624 | $166,020-58.1% | $164,866-57.8% | $145,959-52.3% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 10.26% | 100.08%-89.8pp | 69.97%-59.7pp | 561.95%-551.7pp |
| Employer contribution / active EE | $1,459 | $5,275-72.3% | $4,343-66.4% | $4,661-68.7% |
| Participant deferral / active EE | $5,909 | $6,961-15.1% | $6,033-2.1% | $6,689-11.7% |
| Admin fee / account holder | $297 | $16,644-98.2% | $12,689-97.7% | $13,398-97.8% |