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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 | $40,271 | $65,034-38.1% | $90,970-55.7% | $79,856-49.6% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 20.27% | 30.45%-10.2pp | 134.60%-114.3pp | 31.71%-11.4pp |
| Employer contribution / active EE | $2,061 | $1,247+65.2% | $2,122-2.9% | $2,471-16.6% |
| Participant deferral / active EE | $3,134 | $2,512+24.7% | $3,373-7.1% | $3,741-16.2% |
| Admin fee / account holder | $283 | $4,536-93.8% | $5,961-95.2% | $5,306-94.7% |