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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 | $4,183 | $72,071-94.2% | $68,368-93.9% | $137,256-97.0% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 25.08% | 353.14%-328.1pp | 292.57%-267.5pp | 220.34%-195.3pp |
| Employer contribution / active EE | $855 | $2,788-69.3% | $2,649-67.7% | $4,156-79.4% |
| Participant deferral / active EE | $1,599 | $4,410-63.7% | $4,123-61.2% | $6,407-75.0% |
| Admin fee / account holder | $130 | $5,336-97.6% | $5,150-97.5% | $12,270-98.9% |