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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 | $11,573 | $103,038-88.8% | $90,324-87.2% | $152,909-92.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 23.92% | 95.25%-71.3pp | 78.15%-54.2pp | 345.46%-321.5pp |
| Employer contribution / active EE | $1,181 | $3,141-62.4% | $2,856-58.6% | $4,764-75.2% |
| Participant deferral / active EE | $1,390 | $4,282-67.5% | $3,885-64.2% | $5,851-76.3% |
| Admin fee / account holder | $168 | $6,177-97.3% | $5,356-96.9% | $11,601-98.5% |