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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 | $10,696 | $48,327-77.9% | $67,575-84.2% | $80,935-86.8% |
| Participation rate | 74.4% | 66.4%+8.0pp | 72.9%+1.5pp | 67.7%+6.8pp |
| Annual return | 15.65% | 18.31%-2.7pp | 3528.98%-3513.3pp | 35.66%-20.0pp |
| Employer contribution / active EE | $685 | $2,022-66.1% | $2,736-75.0% | $2,757-75.2% |
| Participant deferral / active EE | $2,756 | $2,927-5.9% | $4,003-31.2% | $4,299-35.9% |
| Admin fee / account holder | $168 | $3,692-95.5% | $3,993-95.8% | $6,924-97.6% |