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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 | $19,209 | $106,918-82.0% | $84,021-77.1% | $152,897-87.4% |
| Participation rate | 71.4% | 75.2%-3.8pp | 69.0%+2.4pp | 82.5%-11.0pp |
| Annual return | 32.51% | 105.01%-72.5pp | 71.32%-38.8pp | 345.43%-312.9pp |
| Employer contribution / active EE | $1,342 | $2,735-51.0% | $1,984-32.4% | $4,764-71.8% |
| Participant deferral / active EE | $6,663 | $4,012+66.1% | $3,239+105.7% | $5,851+13.9% |
| Admin fee / account holder | $121 | $8,288-98.5% | $6,102-98.0% | $11,599-99.0% |