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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 | $13,701 | $100,895-86.4% | $90,430-84.8% | $158,950-91.4% |
| Participation rate | 77.3% | 75.0%+2.2pp | 72.7%+4.6pp | 82.0%-4.7pp |
| Annual return | 25.41% | 1725.54%-1700.1pp | 1293.73%-1268.3pp | 302.91%-277.5pp |
| Employer contribution / active EE | $278 | $3,689-92.5% | $3,262-91.5% | $4,762-94.2% |
| Participant deferral / active EE | $1,472 | $4,347-66.1% | $3,963-62.9% | $5,983-75.4% |
| Admin fee / account holder | $3 | $6,505-100.0% | $5,613-99.9% | $11,248-100.0% |