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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 | $23,797 | $183,516-87.0% | $155,534-84.7% | $145,884-83.7% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 12.90% | 61.43%-48.5pp | 64.92%-52.0pp | 551.85%-538.9pp |
| Employer contribution / active EE | $1,634 | $5,315-69.2% | $4,675-65.0% | $4,662-64.9% |
| Participant deferral / active EE | $3,094 | $6,467-52.2% | $5,630-45.1% | $6,690-53.8% |
| Admin fee / account holder | $112 | $19,293-99.4% | $15,900-99.3% | $13,392-99.2% |