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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 | $2,179 | $22,602-90.4% | $65,328-96.7% | $75,181-97.1% |
| Participation rate | 74.4% | 63.1%+11.4pp | 64.9%+9.5pp | 67.2%+7.2pp |
| Annual return | 84.52% | 71.13%+13.4pp | 47.39%+37.1pp | 160.69%-76.2pp |
| Employer contribution / active EE | $666 | $941-29.3% | $1,692-60.7% | $2,671-75.1% |
| Participant deferral / active EE | $1,336 | $1,695-21.2% | $2,832-52.8% | $4,126-67.6% |
| Admin fee / account holder | $103 | $1,877-94.5% | $4,116-97.5% | $5,650-98.2% |