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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 | $21,141 | $111,535-81.0% | $105,223-79.9% | $137,256-84.6% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.0%+12.5pp | 80.0%+7.5pp |
| Annual return | 16.57% | 237.85%-221.3pp | 180.65%-164.1pp | 220.34%-203.8pp |
| Employer contribution / active EE | $1,785 | $3,939-54.7% | $3,689-51.6% | $4,156-57.1% |
| Participant deferral / active EE | $7,229 | $5,500+31.4% | $5,072+42.5% | $6,407+12.8% |
| Admin fee / account holder | $53 | $9,721-99.5% | $8,859-99.4% | $12,270-99.6% |