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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 | $4,047 | $67,823-94.0% | $52,425-92.3% | $137,256-97.1% |
| Participation rate | 72.2% | 63.9%+8.3pp | 55.6%+16.6pp | 80.0%-7.7pp |
| Annual return | 21.46% | 219.11%-197.6pp | 302.12%-280.7pp | 220.34%-198.9pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $368 | $2,288-83.9% | $1,790-79.4% | $6,407-94.3% |
| Admin fee / account holder | $20 | $2,844-99.3% | $2,495-99.2% | $12,270-99.8% |