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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 | $1,148 | $69,118-98.3% | $53,647-97.9% | $138,895-99.2% |
| Participation rate | 80.0% | 64.0%+16.0pp | 56.3%+23.7pp | 79.9%+0.1pp |
| Annual return | 12.72% | 248.26%-235.5pp | 358.33%-345.6pp | 145.39%-132.7pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $454 | $2,274-80.1% | $1,813-75.0% | $6,396-92.9% |
| Admin fee / account holder | $159 | $2,724-94.2% | $2,460-93.6% | $12,562-98.7% |