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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 | $86,115 | $133,998-35.7% | $112,263-23.3% | $134,545-36.0% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | 0.00% | 47.17%-47.2pp | 27.49%-27.5pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,495 | $4,040-63.0% | $3,636-58.9% | $4,742-68.5% |
| Participant deferral / active EE | $4,270 | $5,292-19.3% | $4,729-9.7% | $6,401-33.3% |
| Admin fee / account holder | $73 | $7,493-99.0% | $6,410-98.9% | $11,431-99.4% |