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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 | $1,772 | $67,823-97.4% | $52,425-96.6% | $137,256-98.7% |
| Participation rate | 95.0% | 63.9%+31.1pp | 55.6%+39.4pp | 80.0%+15.0pp |
| Annual return | 24.92% | 219.11%-194.2pp | 302.12%-277.2pp | 220.34%-195.4pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $976 | $2,288-57.4% | $1,790-45.5% | $6,407-84.8% |
| Admin fee / account holder | $4 | $2,844-99.9% | $2,495-99.9% | $12,270-100.0% |