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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 | $24,281 | $118,680-79.5% | $98,910-75.5% | $158,931-84.7% |
| Participation rate | 70.6% | 77.8%-7.2pp | 76.0%-5.4pp | 82.0%-11.4pp |
| Annual return | 22.19% | 372.35%-350.2pp | 196.44%-174.3pp | 302.86%-280.7pp |
| Employer contribution / active EE | $1,312 | $3,333-60.6% | $2,689-51.2% | $4,761-72.4% |
| Participant deferral / active EE | $4,233 | $5,088-16.8% | $4,244-0.3% | $5,982-29.2% |
| Admin fee / account holder | $23 | $10,131-99.8% | $6,642-99.7% | $11,247-99.8% |