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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 | $129,737-75.6% | $119,126-73.4% | $154,746-79.6% |
| Participation rate | 92.9% | 78.9%+14.0pp | 75.8%+17.1pp | 80.7%+12.2pp |
| Annual return | 21.32% | 379.08%-357.8pp | 282.11%-260.8pp | 172.34%-151.0pp |
| Employer contribution / active EE | $1,362 | $4,375-68.9% | $4,034-66.2% | $4,379-68.9% |
| Participant deferral / active EE | $3,868 | $5,842-33.8% | $5,318-27.3% | $6,730-42.5% |
| Admin fee / account holder | $15 | $11,961-99.9% | $10,693-99.9% | $14,365-99.9% |