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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 | $28,202 | $115,810-75.6% | $101,271-72.2% | $158,966-82.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 27.41% | 56.15%-28.7pp | 46.48%-19.1pp | 302.95%-275.5pp |
| Employer contribution / active EE | $1,684 | $4,175-59.7% | $3,660-54.0% | $4,762-64.6% |
| Participant deferral / active EE | $3,754 | $4,958-24.3% | $4,371-14.1% | $5,983-37.2% |
| Admin fee / account holder | $134 | $7,248-98.2% | $5,948-97.7% | $11,250-98.8% |