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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 | $13,143 | $97,125-86.5% | $86,233-84.8% | $137,256-90.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 16.89% | 74.19%-57.3pp | 61.39%-44.5pp | 220.34%-203.5pp |
| Employer contribution / active EE | $789 | $2,841-72.2% | $2,504-68.5% | $4,156-81.0% |
| Participant deferral / active EE | $1,152 | $5,180-77.8% | $4,559-74.7% | $6,407-82.0% |
| Admin fee / account holder | $209 | $9,725-97.8% | $8,342-97.5% | $12,270-98.3% |