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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 | $18,499 | $28,624-35.4% | $53,647-65.5% | $82,637-77.6% |
| Participation rate | 84.6% | 47.3%+37.3pp | 56.3%+28.3pp | 68.1%+16.6pp |
| Annual return | 20.84% | 664.98%-644.1pp | 358.33%-337.5pp | 53.51%-32.7pp |
| Employer contribution / active EE | $1,150 | $637+80.7% | $962+19.6% | $2,552-54.9% |
| Participant deferral / active EE | $2,429 | $1,196+103.0% | $1,813+33.9% | $4,126-41.1% |
| Admin fee / account holder | $88 | $2,022-95.7% | $2,460-96.4% | $7,339-98.8% |