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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 | $64,827 | $116,203-44.2% | $93,621-30.8% | $152,897-57.6% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.8%+13.1pp | 82.5%+6.4pp |
| Annual return | 19.11% | 35.96%-16.9pp | 32.76%-13.6pp | 345.43%-326.3pp |
| Employer contribution / active EE | $1,738 | $3,219-46.0% | $2,719-36.1% | $4,764-63.5% |
| Participant deferral / active EE | $5,864 | $4,605+27.4% | $4,070+44.1% | $5,851+0.2% |
| Admin fee / account holder | $15 | $10,751-99.9% | $7,890-99.8% | $11,599-99.9% |