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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 | $22,606 | $125,193-81.9% | $105,591-78.6% | $145,978-84.5% |
| Participation rate | 75.0% | 77.6%-2.6pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 14.52% | 225.53%-211.0pp | 116.43%-101.9pp | 550.52%-536.0pp |
| Employer contribution / active EE | $1,644 | $3,718-55.8% | $3,166-48.1% | $4,662-64.7% |
| Participant deferral / active EE | $5,885 | $5,708+3.1% | $5,008+17.5% | $6,690-12.0% |
| Admin fee / account holder | $42 | $17,277-99.8% | $11,024-99.6% | $13,400-99.7% |