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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 | $12,277 | $77,416-84.1% | $69,464-82.3% | $152,897-92.0% |
| Participation rate | 91.3% | 78.1%+13.2pp | 74.6%+16.7pp | 82.5%+8.9pp |
| Annual return | 0.00% | 39.08%-39.1pp | 28.98%-29.0pp | 345.43%-345.4pp |
| Employer contribution / active EE | $996 | $3,315-70.0% | $2,779-64.2% | $4,764-79.1% |
| Participant deferral / active EE | $2,893 | $4,413-34.4% | $3,536-18.2% | $5,851-50.6% |
| Admin fee / account holder | $0 | $6,208-100.0% | $3,840-100.0% | $11,599-100.0% |