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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 | $7,975 | $72,071-88.9% | $68,368-88.3% | $137,256-94.2% |
| Participation rate | 89.5% | 76.2%+13.2pp | 73.8%+15.7pp | 80.0%+9.5pp |
| Annual return | 26.14% | 353.14%-327.0pp | 292.57%-266.4pp | 220.34%-194.2pp |
| Employer contribution / active EE | $1,407 | $2,788-49.5% | $2,649-46.9% | $4,156-66.1% |
| Participant deferral / active EE | $2,158 | $4,410-51.1% | $4,123-47.7% | $6,407-66.3% |
| Admin fee / account holder | $279 | $5,336-94.8% | $5,150-94.6% | $12,270-97.7% |