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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 | $13,907 | $77,901-82.1% | $149,717-90.7% | $75,181-81.5% |
| Participation rate | 84.0% | 65.6%+18.4pp | 78.8%+5.2pp | 67.2%+16.8pp |
| Annual return | 21.48% | 31.73%-10.2pp | 134.41%-112.9pp | 160.69%-139.2pp |
| Employer contribution / active EE | $421 | $3,137-86.6% | $4,820-91.3% | $2,671-84.2% |
| Participant deferral / active EE | $1,875 | $3,411-45.0% | $5,682-67.0% | $4,126-54.6% |
| Admin fee / account holder | $181 | $5,949-97.0% | $13,213-98.6% | $5,650-96.8% |