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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 | $48,487 | $118,877-59.2% | $96,570-49.8% | $167,536-71.1% |
| Participation rate | 89.5% | 75.5%+14.0pp | 69.8%+19.6pp | 82.1%+7.4pp |
| Annual return | 10.39% | 50.50%-40.1pp | 37.79%-27.4pp | 478.82%-468.4pp |
| Employer contribution / active EE | $778 | $3,121-75.1% | $2,357-67.0% | $4,839-83.9% |
| Participant deferral / active EE | $1,577 | $4,617-65.9% | $3,849-59.0% | $6,342-75.1% |
| Admin fee / account holder | $217 | $8,069-97.3% | $6,182-96.5% | $12,315-98.2% |