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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 | $22,459 | $175,259-87.2% | $149,723-85.0% | $139,487-83.9% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.0pp | 80.3%+1.5pp |
| Annual return | 23.76% | 166.82%-143.1pp | 134.50%-110.7pp | 373.84%-350.1pp |
| Employer contribution / active EE | $1,688 | $5,478-69.2% | $4,821-65.0% | $4,755-64.5% |
| Participant deferral / active EE | $6,826 | $6,522+4.7% | $5,682+20.1% | $6,713+1.7% |
| Admin fee / account holder | $84 | $16,158-99.5% | $13,215-99.4% | $11,407-99.3% |