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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 | $5,127 | $29,319-82.5% | $52,425-90.2% | $82,448-93.8% |
| Participation rate | 80.6% | 46.9%+33.7pp | 55.6%+24.9pp | 68.1%+12.5pp |
| Annual return | 17.91% | 535.20%-517.3pp | 302.12%-284.2pp | 41.64%-23.7pp |
| Employer contribution / active EE | $287 | $586-51.1% | $914-68.6% | $2,551-88.8% |
| Participant deferral / active EE | $306 | $1,171-73.9% | $1,790-82.9% | $4,139-92.6% |
| Admin fee / account holder | $297 | $1,962-84.9% | $2,495-88.1% | $7,234-95.9% |