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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 | $19,389 | $111,535-82.6% | $105,223-81.6% | $137,256-85.9% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 19.42% | 237.85%-218.4pp | 180.65%-161.2pp | 220.34%-200.9pp |
| Employer contribution / active EE | $2,350 | $3,939-40.4% | $3,689-36.3% | $4,156-43.5% |
| Participant deferral / active EE | $3,213 | $5,500-41.6% | $5,072-36.7% | $6,407-49.9% |
| Admin fee / account holder | $130 | $9,721-98.7% | $8,859-98.5% | $12,270-98.9% |