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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 | $4,100 | $67,823-94.0% | $52,425-92.2% | $137,256-97.0% |
| Participation rate | 83.3% | 63.9%+19.4pp | 55.6%+27.7pp | 80.0%+3.4pp |
| Annual return | 25.58% | 219.11%-193.5pp | 302.12%-276.5pp | 220.34%-194.8pp |
| Employer contribution / active EE | $472 | $1,163-59.4% | $914-48.3% | $4,156-88.6% |
| Participant deferral / active EE | $1,017 | $2,288-55.6% | $1,790-43.2% | $6,407-84.1% |
| Admin fee / account holder | $124 | $2,844-95.7% | $2,495-95.0% | $12,270-99.0% |