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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 | $38,810 | $72,071-46.2% | $68,368-43.2% | $137,256-71.7% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.0%+10.0pp |
| Annual return | 15.28% | 353.14%-337.9pp | 292.57%-277.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $665 | $2,788-76.1% | $2,649-74.9% | $4,156-84.0% |
| Participant deferral / active EE | $9,962 | $4,410+125.9% | $4,123+141.6% | $6,407+55.5% |
| Admin fee / account holder | $196 | $5,336-96.3% | $5,150-96.2% | $12,270-98.4% |