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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 | $9,653 | $109,967-91.2% | $97,197-90.1% | $145,877-93.4% |
| Participation rate | 75.0% | 76.0%-1.0pp | 72.7%+2.3pp | 80.3%-5.3pp |
| Annual return | 16.30% | 244.27%-228.0pp | 75.47%-59.2pp | 551.28%-535.0pp |
| Employer contribution / active EE | $649 | $3,077-78.9% | $2,723-76.2% | $4,663-86.1% |
| Participant deferral / active EE | $1,856 | $4,676-60.3% | $4,263-56.5% | $6,691-72.3% |
| Admin fee / account holder | $52 | $6,199-99.2% | $5,637-99.1% | $13,402-99.6% |