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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 | $2,754 | $51,638-94.7% | $68,368-96.0% | $82,448-96.7% |
| Participation rate | 82.1% | 63.6%+18.4pp | 73.8%+8.3pp | 68.1%+14.0pp |
| Annual return | 20.44% | 37.53%-17.1pp | 292.57%-272.1pp | 41.64%-21.2pp |
| Employer contribution / active EE | $525 | $2,047-74.3% | $2,649-80.2% | $2,551-79.4% |
| Participant deferral / active EE | $1,003 | $2,914-65.6% | $4,123-75.7% | $4,139-75.8% |
| Admin fee / account holder | $192 | $4,643-95.9% | $5,150-96.3% | $7,234-97.3% |