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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 | $17,922 | $99,011-81.9% | $86,582-79.3% | $147,586-87.9% |
| Participation rate | 95.2% | 76.3%+18.9pp | 73.5%+21.7pp | 82.8%+12.4pp |
| Annual return | 25.24% | 1312.75%-1287.5pp | 965.08%-939.8pp | 578.59%-553.4pp |
| Employer contribution / active EE | $1,643 | $3,132-47.5% | $2,839-42.1% | $4,876-66.3% |
| Participant deferral / active EE | $4,469 | $3,972+12.5% | $3,609+23.8% | $5,439-17.8% |
| Admin fee / account holder | $152 | $5,709-97.3% | $4,904-96.9% | $10,886-98.6% |