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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 | $1,774 | $22,602-92.2% | $65,566-97.3% | $75,173-97.6% |
| Participation rate | 71.9% | 63.1%+8.9pp | 64.9%+7.0pp | 67.2%+4.7pp |
| Annual return | 89.89% | 71.13%+18.8pp | 47.40%+42.5pp | 160.72%-70.8pp |
| Employer contribution / active EE | $584 | $941-38.0% | $1,692-65.5% | $2,671-78.1% |
| Participant deferral / active EE | $1,248 | $1,695-26.4% | $2,832-55.9% | $4,126-69.8% |
| Admin fee / account holder | $165 | $1,877-91.2% | $4,114-96.0% | $5,651-97.1% |