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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 | $41,338 | $88,710-53.4% | $81,783-49.5% | $145,959-71.7% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.4%-0.9pp | 80.3%-8.9pp |
| Annual return | 13.57% | 1027.26%-1013.7pp | 775.05%-761.5pp | 561.95%-548.4pp |
| Employer contribution / active EE | $2,206 | $3,083-28.5% | $2,913-24.3% | $4,661-52.7% |
| Participant deferral / active EE | $17,665 | $4,645+280.3% | $4,320+308.9% | $6,689+164.1% |
| Admin fee / account holder | $187 | $8,407-97.8% | $7,380-97.5% | $13,398-98.6% |