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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 | $18,680 | $115,814-83.9% | $101,275-81.6% | $158,982-88.3% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 20.25% | 56.16%-35.9pp | 46.48%-26.2pp | 302.99%-282.7pp |
| Employer contribution / active EE | $1,298 | $4,176-68.9% | $3,660-64.5% | $4,763-72.8% |
| Participant deferral / active EE | $4,472 | $4,958-9.8% | $4,371+2.3% | $5,983-25.3% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |