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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 | $104,308 | $106,918-2.4% | $84,021+24.1% | $152,897-31.8% |
| Participation rate | 77.8% | 75.2%+2.5pp | 69.0%+8.8pp | 82.5%-4.7pp |
| Annual return | 23.30% | 105.01%-81.7pp | 71.32%-48.0pp | 345.43%-322.1pp |
| Employer contribution / active EE | $572 | $2,735-79.1% | $1,984-71.2% | $4,764-88.0% |
| Participant deferral / active EE | $1,791 | $4,012-55.4% | $3,239-44.7% | $5,851-69.4% |
| Admin fee / account holder | $278 | $8,288-96.6% | $6,102-95.4% | $11,599-97.6% |