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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 | $21,256 | $103,000-79.4% | $90,300-76.5% | $152,885-86.1% |
| Participation rate | 81.8% | 75.9%+6.0pp | 73.3%+8.5pp | 82.5%-0.6pp |
| Annual return | 23.65% | 95.19%-71.5pp | 78.11%-54.5pp | 345.39%-321.7pp |
| Employer contribution / active EE | $702 | $3,138-77.6% | $2,854-75.4% | $4,763-85.3% |
| Participant deferral / active EE | $2,001 | $4,281-53.3% | $3,884-48.5% | $5,851-65.8% |
| Admin fee / account holder | $43 | $6,173-99.3% | $5,353-99.2% | $11,598-99.6% |