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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 | $12,268 | $81,358-84.9% | $155,556-92.1% | $80,959-84.8% |
| Participation rate | 96.7% | 66.3%+30.4pp | 78.2%+18.4pp | 67.7%+29.0pp |
| Annual return | 13.68% | 33.39%-19.7pp | 64.84%-51.2pp | 35.67%-22.0pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,125 | $3,455-67.4% | $5,631-80.0% | $4,300-73.8% |
| Admin fee / account holder | $20 | $7,994-99.7% | $15,885-99.9% | $6,925-99.7% |