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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 | $24,358 | $100,139-75.7% | $85,187-71.4% | $145,884-83.3% |
| Participation rate | 81.8% | 74.1%+7.7pp | 67.5%+14.3pp | 80.3%+1.5pp |
| Annual return | 15.49% | 84.15%-68.7pp | 66.67%-51.2pp | 551.85%-536.4pp |
| Employer contribution / active EE | $3,548 | $3,238+9.6% | $2,732+29.8% | $4,662-23.9% |
| Participant deferral / active EE | $4,097 | $5,296-22.6% | $4,525-9.5% | $6,690-38.8% |
| Admin fee / account holder | $0 | $7,262-100.0% | $6,162-100.0% | $13,392-100.0% |