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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 | $13,705 | $67,823-79.8% | $52,425-73.9% | $137,256-90.0% |
| Participation rate | 75.0% | 63.9%+11.1pp | 55.6%+19.4pp | 80.0%-5.0pp |
| Annual return | 21.17% | 219.11%-197.9pp | 302.12%-281.0pp | 220.34%-199.2pp |
| Employer contribution / active EE | $1,270 | $1,163+9.2% | $914+39.0% | $4,156-69.4% |
| Participant deferral / active EE | $1,472 | $2,288-35.7% | $1,790-17.8% | $6,407-77.0% |
| Admin fee / account holder | $115 | $2,844-96.0% | $2,495-95.4% | $12,270-99.1% |