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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 | $52,179 | $201,264-74.1% | $184,185-71.7% | $145,978-64.3% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 16.07% | 29.00%-12.9pp | 28.81%-12.7pp | 550.52%-534.4pp |
| Employer contribution / active EE | $3,408 | $7,021-51.5% | $6,426-47.0% | $4,662-26.9% |
| Participant deferral / active EE | $7,248 | $9,806-26.1% | $9,132-20.6% | $6,690+8.3% |
| Admin fee / account holder | $202 | $16,376-98.8% | $13,909-98.5% | $13,400-98.5% |