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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 | $18,358 | $183,516-90.0% | $155,534-88.2% | $145,884-87.4% |
| Participation rate | 86.4% | 82.7%+3.7pp | 78.2%+8.1pp | 80.3%+6.1pp |
| Annual return | 19.99% | 61.43%-41.4pp | 64.92%-44.9pp | 551.85%-531.9pp |
| Employer contribution / active EE | $1,136 | $5,315-78.6% | $4,675-75.7% | $4,662-75.6% |
| Participant deferral / active EE | $2,838 | $6,467-56.1% | $5,630-49.6% | $6,690-57.6% |
| Admin fee / account holder | $30 | $19,293-99.8% | $15,900-99.8% | $13,392-99.8% |