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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 | $22,886 | $29,736-23.0% | $56,033-59.2% | $80,935-71.7% |
| Participation rate | 81.3% | 41.7%+39.6pp | 52.5%+28.8pp | 67.7%+13.6pp |
| Annual return | 15.77% | 35.28%-19.5pp | 1711.38%-1695.6pp | 35.66%-19.9pp |
| Employer contribution / active EE | $873 | $671+30.1% | $1,041-16.1% | $2,757-68.3% |
| Participant deferral / active EE | $1,421 | $1,228+15.7% | $1,954-27.3% | $4,299-66.9% |
| Admin fee / account holder | $282 | $2,434-88.4% | $2,827-90.0% | $6,924-95.9% |