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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 | $16,706 | $81,632-79.5% | $70,455-76.3% | $158,931-89.5% |
| Participation rate | 95.5% | 77.7%+17.7pp | 75.1%+20.4pp | 82.0%+13.5pp |
| Annual return | 19.41% | 208.48%-189.1pp | 109.06%-89.6pp | 302.86%-283.4pp |
| Employer contribution / active EE | $1,792 | $3,217-44.3% | $2,737-34.5% | $4,761-62.4% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,709-100.0% | $5,982-100.0% |
| Admin fee / account holder | $87 | $6,193-98.6% | $3,845-97.7% | $11,247-99.2% |