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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 | $48,337-71.9% | $67,560-79.9% | $80,959-83.2% |
| Participation rate | 81.6% | 66.4%+15.1pp | 72.9%+8.6pp | 67.7%+13.9pp |
| Annual return | 14.42% | 18.26%-3.8pp | 3533.50%-3519.1pp | 35.67%-21.3pp |
| Employer contribution / active EE | $573 | $2,023-71.7% | $2,737-79.1% | $2,757-79.2% |
| Participant deferral / active EE | $1,208 | $2,928-58.8% | $4,004-69.8% | $4,300-71.9% |
| Admin fee / account holder | $256 | $3,695-93.1% | $3,994-93.6% | $6,925-96.3% |