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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 | $16,652 | $100,139-83.4% | $85,187-80.5% | $145,884-88.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.88% | 84.15%-68.3pp | 66.67%-50.8pp | 551.85%-536.0pp |
| Employer contribution / active EE | $847 | $3,238-73.9% | $2,732-69.0% | $4,662-81.8% |
| Participant deferral / active EE | $3,556 | $5,296-32.8% | $4,525-21.4% | $6,690-46.8% |
| Admin fee / account holder | $55 | $7,262-99.2% | $6,162-99.1% | $13,392-99.6% |