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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 | $24,388 | $105,210-76.8% | $159,487-84.7% | $85,851-71.6% |
| Participation rate | 83.8% | 75.8%+8.0pp | 82.8%+1.0pp | 69.3%+14.5pp |
| Annual return | 14.53% | 45.08%-30.5pp | 263.71%-249.2pp | 318.63%-304.1pp |
| Employer contribution / active EE | $2,683 | $3,319-19.2% | $4,831-44.5% | $2,565+4.6% |
| Participant deferral / active EE | $6,094 | $5,946+2.5% | $7,354-17.1% | $3,952+54.2% |
| Admin fee / account holder | $108 | $6,934-98.4% | $10,804-99.0% | $6,261-98.3% |