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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 | $15,916 | $172,111-90.8% | $150,298-89.4% | $137,256-88.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.05% | 69.37%-54.3pp | 62.79%-47.7pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,503 | $4,636-67.6% | $4,154-63.8% | $4,156-63.8% |
| Participant deferral / active EE | $1,684 | $6,166-72.7% | $5,453-69.1% | $6,407-73.7% |
| Admin fee / account holder | $163 | $16,471-99.0% | $14,116-98.8% | $12,270-98.7% |