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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 | $4,498 | $29,319-84.7% | $52,425-91.4% | $82,448-94.5% |
| Participation rate | 82.1% | 46.9%+35.2pp | 55.6%+26.4pp | 68.1%+14.0pp |
| Annual return | 30.05% | 535.20%-505.1pp | 302.12%-272.1pp | 41.64%-11.6pp |
| Employer contribution / active EE | $680 | $586+15.9% | $914-25.6% | $2,551-73.4% |
| Participant deferral / active EE | $1,757 | $1,171+50.0% | $1,790-1.9% | $4,139-57.6% |
| Admin fee / account holder | $49 | $1,962-97.5% | $2,495-98.0% | $7,234-99.3% |