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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 | $19,626 | $95,415-79.4% | $185,851-89.4% | $85,851-77.1% |
| Participation rate | 78.3% | 68.8%+9.5pp | 81.7%-3.4pp | 69.3%+8.9pp |
| Annual return | 30.62% | 23.59%+7.0pp | 122.11%-91.5pp | 318.63%-288.0pp |
| Employer contribution / active EE | $1,227 | $3,314-63.0% | $5,168-76.3% | $2,565-52.2% |
| Participant deferral / active EE | $2,032 | $3,424-40.7% | $5,569-63.5% | $3,952-48.6% |
| Admin fee / account holder | $203 | $7,215-97.2% | $16,245-98.8% | $6,261-96.8% |