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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 | $13,694 | $114,119-88.0% | $107,187-87.2% | $138,895-90.1% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 79.9%+0.1pp |
| Annual return | 24.89% | 273.21%-248.3pp | 204.55%-179.7pp | 145.39%-120.5pp |
| Employer contribution / active EE | $1,114 | $4,059-72.6% | $3,782-70.5% | $4,194-73.4% |
| Participant deferral / active EE | $2,878 | $5,538-48.0% | $5,096-43.5% | $6,396-55.0% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |