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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 | $25,055 | $103,000-75.7% | $90,300-72.3% | $152,885-83.6% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.5%-2.5pp |
| Annual return | 18.57% | 95.19%-76.6pp | 78.11%-59.5pp | 345.39%-326.8pp |
| Employer contribution / active EE | $864 | $3,138-72.5% | $2,854-69.7% | $4,763-81.9% |
| Participant deferral / active EE | $2,373 | $4,281-44.6% | $3,884-38.9% | $5,851-59.4% |
| Admin fee / account holder | $176 | $6,173-97.1% | $5,353-96.7% | $11,598-98.5% |