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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 | $118,708-79.5% | $98,920-75.5% | $158,982-84.7% |
| Participation rate | 70.6% | 77.8%-7.2pp | 76.0%-5.4pp | 82.0%-11.4pp |
| Annual return | 22.19% | 372.49%-350.3pp | 196.47%-174.3pp | 302.99%-280.8pp |
| Employer contribution / active EE | $1,312 | $3,334-60.6% | $2,689-51.2% | $4,763-72.4% |
| Participant deferral / active EE | $4,233 | $5,089-16.8% | $4,245-0.3% | $5,983-29.3% |
| Admin fee / account holder | $23 | $10,134-99.8% | $6,643-99.7% | $11,252-99.8% |