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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 | $15,024 | $72,071-79.2% | $68,368-78.0% | $137,256-89.1% |
| Participation rate | 84.6% | 76.2%+8.4pp | 73.8%+10.9pp | 80.0%+4.7pp |
| Annual return | 25.60% | 353.14%-327.5pp | 292.57%-267.0pp | 220.34%-194.7pp |
| Employer contribution / active EE | $1,795 | $2,788-35.6% | $2,649-32.2% | $4,156-56.8% |
| Participant deferral / active EE | $2,963 | $4,410-32.8% | $4,123-28.1% | $6,407-53.8% |
| Admin fee / account holder | $50 | $5,336-99.1% | $5,150-99.0% | $12,270-99.6% |