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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 | $24,282 | $183,539-86.8% | $155,556-84.4% | $145,897-83.4% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 14.01% | 61.31%-47.3pp | 64.84%-50.8pp | 552.29%-538.3pp |
| Employer contribution / active EE | $1,668 | $5,315-68.6% | $4,675-64.3% | $4,663-64.2% |
| Participant deferral / active EE | $6,582 | $6,467+1.8% | $5,631+16.9% | $6,689-1.6% |
| Admin fee / account holder | $125 | $19,275-99.4% | $15,885-99.2% | $13,390-99.1% |