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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 | $31,632 | $111,535-71.6% | $105,223-69.9% | $137,256-77.0% |
| Participation rate | 92.9% | 78.1%+14.8pp | 75.0%+17.8pp | 80.0%+12.9pp |
| Annual return | 21.32% | 237.85%-216.5pp | 180.65%-159.3pp | 220.34%-199.0pp |
| Employer contribution / active EE | $1,362 | $3,939-65.4% | $3,689-63.1% | $4,156-67.2% |
| Participant deferral / active EE | $3,868 | $5,500-29.7% | $5,072-23.7% | $6,407-39.6% |
| Admin fee / account holder | $15 | $9,721-99.8% | $8,859-99.8% | $12,270-99.9% |