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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 | $1,673 | $22,602-92.6% | $65,583-97.4% | $75,177-97.8% |
| Participation rate | 83.3% | 63.1%+20.3pp | 65.0%+18.4pp | 67.2%+16.1pp |
| Annual return | 65.24% | 71.13%-5.9pp | 47.46%+17.8pp | 160.75%-95.5pp |
| Employer contribution / active EE | $899 | $941-4.4% | $1,692-46.9% | $2,671-66.3% |
| Participant deferral / active EE | $1,561 | $1,695-7.9% | $2,833-44.9% | $4,126-62.2% |
| Admin fee / account holder | $93 | $1,877-95.0% | $4,112-97.7% | $5,651-98.4% |