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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 | $24,317 | $48,327-49.7% | $67,575-64.0% | $80,935-70.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 17.49% | 18.31%-0.8pp | 3528.98%-3511.5pp | 35.66%-18.2pp |
| Employer contribution / active EE | $992 | $2,022-51.0% | $2,736-63.7% | $2,757-64.0% |
| Participant deferral / active EE | $2,288 | $2,927-21.8% | $4,003-42.8% | $4,299-46.8% |
| Admin fee / account holder | $126 | $3,692-96.6% | $3,993-96.8% | $6,924-98.2% |