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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 | $4,315 | $67,823-93.6% | $52,425-91.8% | $137,256-96.9% |
| Participation rate | 92.3% | 63.9%+28.4pp | 55.6%+36.7pp | 80.0%+12.3pp |
| Annual return | 28.05% | 219.11%-191.1pp | 302.12%-274.1pp | 220.34%-192.3pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,091 | $2,288-8.6% | $1,790+16.8% | $6,407-67.4% |
| Admin fee / account holder | $194 | $2,844-93.2% | $2,495-92.2% | $12,270-98.4% |