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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 | $43,733 | $105,960-58.7% | $81,726-46.5% | $158,982-72.5% |
| Participation rate | 73.7% | 75.6%-1.9pp | 72.0%+1.7pp | 82.0%-8.3pp |
| Annual return | 15.23% | 38.19%-23.0pp | 29.49%-14.3pp | 302.99%-287.8pp |
| Employer contribution / active EE | $2,168 | $7,805-72.2% | $4,311-49.7% | $4,763-54.5% |
| Participant deferral / active EE | $3,531 | $13,011-72.9% | $7,108-50.3% | $5,983-41.0% |
| Admin fee / account holder | $14 | $8,494-99.8% | $5,160-99.7% | $11,252-99.9% |