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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 | $2,170 | $29,670-92.7% | $56,054-96.1% | $80,911-97.3% |
| Participation rate | 82.8% | 41.7%+41.1pp | 52.5%+30.3pp | 67.6%+15.1pp |
| Annual return | 22.01% | 35.24%-13.2pp | 1705.95%-1683.9pp | 35.63%-13.6pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,117 | $1,227-9.0% | $1,952-42.8% | $4,297-74.0% |
| Admin fee / account holder | $108 | $2,431-95.6% | $2,822-96.2% | $6,935-98.4% |