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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 | $3,852 | $23,330-83.5% | $64,489-94.0% | $82,448-95.3% |
| Participation rate | 89.7% | 68.3%+21.5pp | 67.7%+22.1pp | 68.1%+21.7pp |
| Annual return | 46.91% | 83.66%-36.7pp | 55.03%-8.1pp | 41.64%+5.3pp |
| Employer contribution / active EE | $1,611 | $824+95.5% | $1,523+5.8% | $2,551-36.8% |
| Participant deferral / active EE | $1,666 | $1,707-2.4% | $2,778-40.0% | $4,139-59.8% |
| Admin fee / account holder | $195 | $2,946-93.4% | $4,260-95.4% | $7,234-97.3% |