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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 | $18,779 | $81,664-77.0% | $70,476-73.4% | $158,966-88.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 22.12% | 208.59%-186.5pp | 109.12%-87.0pp | 302.95%-280.8pp |
| Employer contribution / active EE | $374 | $3,219-88.4% | $2,738-86.4% | $4,762-92.2% |
| Participant deferral / active EE | $1,843 | $4,556-59.6% | $3,710-50.3% | $5,983-69.2% |
| Admin fee / account holder | $71 | $6,197-98.9% | $3,847-98.2% | $11,250-99.4% |