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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 | $2,340 | $29,736-92.1% | $56,033-95.8% | $80,935-97.1% |
| Participation rate | 82.9% | 41.7%+41.2pp | 52.5%+30.4pp | 67.7%+15.2pp |
| Annual return | 16.49% | 35.28%-18.8pp | 1711.38%-1694.9pp | 35.66%-19.2pp |
| Employer contribution / active EE | $350 | $671-47.9% | $1,041-66.4% | $2,757-87.3% |
| Participant deferral / active EE | $430 | $1,228-65.0% | $1,954-78.0% | $4,299-90.0% |
| Admin fee / account holder | $0 | $2,434-100.0% | $2,827-100.0% | $6,924-100.0% |