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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 | $1,376 | $69,118-98.0% | $53,647-97.4% | $138,895-99.0% |
| Participation rate | 82.6% | 64.0%+18.6pp | 56.3%+26.3pp | 79.9%+2.7pp |
| Annual return | 20.52% | 248.26%-227.7pp | 358.33%-337.8pp | 145.39%-124.9pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $418 | $2,274-81.6% | $1,813-76.9% | $6,396-93.5% |
| Admin fee / account holder | $43 | $2,724-98.4% | $2,460-98.3% | $12,562-99.7% |