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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 | $6,235 | $63,703-90.2% | $93,063-93.3% | $82,448-92.4% |
| Participation rate | 93.5% | 63.8%+29.7pp | 72.1%+21.4pp | 68.1%+25.5pp |
| Annual return | 23.55% | -775.43%+799.0pp | 34.15%-10.6pp | 41.64%-18.1pp |
| Employer contribution / active EE | $542 | $1,729-68.6% | $2,476-78.1% | $2,551-78.7% |
| Participant deferral / active EE | $855 | $2,919-70.7% | $3,958-78.4% | $4,139-79.3% |
| Admin fee / account holder | $32 | $5,982-99.5% | $6,033-99.5% | $7,234-99.6% |