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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 | $22,027 | $176,120-87.5% | $159,487-86.2% | $167,553-86.9% |
| Participation rate | 80.0% | 85.0%-5.0pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 17.49% | 331.95%-314.5pp | 263.71%-246.2pp | 478.89%-461.4pp |
| Employer contribution / active EE | $1,420 | $5,299-73.2% | $4,831-70.6% | $4,840-70.7% |
| Participant deferral / active EE | $7,353 | $7,752-5.1% | $7,3540% | $6,343+15.9% |
| Admin fee / account holder | $18 | $12,561-99.9% | $10,804-99.8% | $12,316-99.9% |