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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 | $56,444 | $176,794-68.1% | $146,647-61.5% | $167,553-66.3% |
| Participation rate | 76.9% | 83.6%-6.7pp | 80.1%-3.2pp | 82.1%-5.2pp |
| Annual return | 10.32% | 24.04%-13.7pp | 22.75%-12.4pp | 478.89%-468.6pp |
| Employer contribution / active EE | $1,261 | $5,161-75.6% | $4,137-69.5% | $4,840-73.9% |
| Participant deferral / active EE | $6,450 | $6,440+0.2% | $5,506+17.1% | $6,343+1.7% |
| Admin fee / account holder | $25 | $13,262-99.8% | $10,281-99.8% | $12,316-99.8% |