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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 | $34,890 | $88,710-60.7% | $81,783-57.3% | $145,959-76.1% |
| Participation rate | 77.8% | 75.0%+2.7pp | 72.4%+5.4pp | 80.3%-2.5pp |
| Annual return | 14.03% | 1027.26%-1013.2pp | 775.05%-761.0pp | 561.95%-547.9pp |
| Employer contribution / active EE | $1,305 | $3,083-57.7% | $2,913-55.2% | $4,661-72.0% |
| Participant deferral / active EE | $2,673 | $4,645-42.5% | $4,320-38.1% | $6,689-60.0% |
| Admin fee / account holder | $104 | $8,407-98.8% | $7,380-98.6% | $13,398-99.2% |