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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 | $6,991 | $72,071-90.3% | $68,368-89.8% | $137,256-94.9% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 25.37% | 353.14%-327.8pp | 292.57%-267.2pp | 220.34%-195.0pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,898 | $4,410-57.0% | $4,123-54.0% | $6,407-70.4% |
| Admin fee / account holder | $280 | $5,336-94.7% | $5,150-94.6% | $12,270-97.7% |