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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 | $4,499 | $67,823-93.4% | $52,425-91.4% | $137,256-96.7% |
| Participation rate | 85.7% | 63.9%+21.8pp | 55.6%+30.1pp | 80.0%+5.8pp |
| Annual return | 27.09% | 219.11%-192.0pp | 302.12%-275.0pp | 220.34%-193.3pp |
| Employer contribution / active EE | $395 | $1,163-66.0% | $914-56.8% | $4,156-90.5% |
| Participant deferral / active EE | $635 | $2,288-72.2% | $1,790-64.5% | $6,407-90.1% |
| Admin fee / account holder | $81 | $2,844-97.1% | $2,495-96.7% | $12,270-99.3% |