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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 | $13,572 | $48,314-71.9% | $67,561-79.9% | $80,925-83.2% |
| Participation rate | 81.6% | 66.4%+15.2pp | 72.9%+8.7pp | 67.7%+13.9pp |
| Annual return | 14.42% | 18.28%-3.9pp | 3525.44%-3511.0pp | 35.65%-21.2pp |
| Employer contribution / active EE | $573 | $2,022-71.7% | $2,735-79.1% | $2,756-79.2% |
| Participant deferral / active EE | $1,208 | $2,927-58.7% | $4,003-69.8% | $4,299-71.9% |
| Admin fee / account holder | $256 | $3,690-93.1% | $4,006-93.6% | $6,940-96.3% |