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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 | $24,438 | $49,897-51.0% | $80,648-69.7% | $75,177-67.5% |
| Participation rate | 94.4% | 55.3%+39.1pp | 67.0%+27.4pp | 67.2%+27.2pp |
| Annual return | 21.12% | 34.68%-13.6pp | 937.21%-916.1pp | 160.75%-139.6pp |
| Employer contribution / active EE | $369 | $1,699-78.3% | $2,724-86.4% | $2,671-86.2% |
| Participant deferral / active EE | $1,974 | $2,992-34.0% | $4,443-55.6% | $4,126-52.2% |
| Admin fee / account holder | $277 | $3,579-92.3% | $5,382-94.9% | $5,651-95.1% |