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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 | $2,053 | $22,602-90.9% | $65,566-96.9% | $75,173-97.3% |
| Participation rate | 82.2% | 63.1%+19.1pp | 64.9%+17.3pp | 67.2%+15.0pp |
| Annual return | 71.79% | 71.13%+0.7pp | 47.40%+24.4pp | 160.72%-88.9pp |
| Employer contribution / active EE | $912 | $941-3.1% | $1,692-46.1% | $2,671-65.9% |
| Participant deferral / active EE | $1,857 | $1,695+9.6% | $2,832-34.4% | $4,126-55.0% |
| Admin fee / account holder | $141 | $1,877-92.5% | $4,114-96.6% | $5,651-97.5% |