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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 | $23,861 | $93,598-74.5% | $135,974-82.5% | $75,173-68.3% |
| Participation rate | 91.2% | 75.2%+16.0pp | 81.9%+9.3pp | 67.2%+24.0pp |
| Annual return | 26.54% | 30.89%-4.4pp | 68.30%-41.8pp | 160.72%-134.2pp |
| Employer contribution / active EE | $2,601 | $3,538-26.5% | $4,859-46.5% | $2,671-2.6% |
| Participant deferral / active EE | $10,477 | $6,405+63.6% | $7,760+35.0% | $4,126+153.9% |
| Admin fee / account holder | $0 | $6,978-100.0% | $10,767-100.0% | $5,651-100.0% |