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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 | $14,845 | $102,638-85.5% | $81,982-81.9% | $158,982-90.7% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.3%+5.7pp | 82.0%-7.0pp |
| Annual return | 25.89% | 61.05%-35.2pp | 41.31%-15.4pp | 302.99%-277.1pp |
| Employer contribution / active EE | $1,686 | $3,241-48.0% | $2,498-32.5% | $4,763-64.6% |
| Participant deferral / active EE | $2,338 | $4,649-49.7% | $3,722-37.2% | $5,983-60.9% |
| Admin fee / account holder | $14 | $8,237-99.8% | $5,665-99.8% | $11,252-99.9% |