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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 | $14,060 | $72,071-80.5% | $68,368-79.4% | $137,256-89.8% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.0%+5.8pp |
| Annual return | 21.91% | 353.14%-331.2pp | 292.57%-270.7pp | 220.34%-198.4pp |
| Employer contribution / active EE | $920 | $2,788-67.0% | $2,649-65.3% | $4,156-77.9% |
| Participant deferral / active EE | $1,609 | $4,410-63.5% | $4,123-61.0% | $6,407-74.9% |
| Admin fee / account holder | $35 | $5,336-99.3% | $5,150-99.3% | $12,270-99.7% |