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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 | $21,762 | $106,918-79.6% | $84,021-74.1% | $152,897-85.8% |
| Participation rate | 80.0% | 75.2%+4.8pp | 69.0%+11.0pp | 82.5%-2.5pp |
| Annual return | 23.07% | 105.01%-81.9pp | 71.32%-48.2pp | 345.43%-322.4pp |
| Employer contribution / active EE | $1,058 | $2,735-61.3% | $1,984-46.7% | $4,764-77.8% |
| Participant deferral / active EE | $4,694 | $4,012+17.0% | $3,239+44.9% | $5,851-19.8% |
| Admin fee / account holder | $0 | $8,288-100.0% | $6,102-100.0% | $11,599-100.0% |