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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 | $128,375 | $217,432-41.0% | $185,849-30.9% | $167,536-23.4% |
| Participation rate | 81.8% | 86.1%-4.2pp | 81.7%+0.1pp | 82.1%-0.3pp |
| Annual return | 17.45% | 148.42%-131.0pp | 122.10%-104.6pp | 478.82%-461.4pp |
| Employer contribution / active EE | $2,671 | $5,875-54.5% | $5,169-48.3% | $4,839-44.8% |
| Participant deferral / active EE | $4,476 | $6,357-29.6% | $5,569-19.6% | $6,342-29.4% |
| Admin fee / account holder | $68 | $19,818-99.7% | $16,244-99.6% | $12,315-99.4% |