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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 | $10,212 | $110,093-90.7% | $97,295-89.5% | $145,897-93.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.63% | 244.76%-231.1pp | 75.62%-62.0pp | 552.29%-538.7pp |
| Employer contribution / active EE | $892 | $3,077-71.0% | $2,723-67.2% | $4,663-80.9% |
| Participant deferral / active EE | $1,355 | $4,678-71.0% | $4,264-68.2% | $6,689-79.7% |
| Admin fee / account holder | $111 | $6,212-98.2% | $5,646-98.0% | $13,390-99.2% |