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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 | $10,103 | $103,164-90.2% | $90,259-88.8% | $154,746-93.5% |
| Participation rate | 90.9% | 76.1%+14.8pp | 70.7%+20.2pp | 80.7%+10.2pp |
| Annual return | 30.05% | 19.25%+10.8pp | 18.88%+11.2pp | 172.34%-142.3pp |
| Employer contribution / active EE | $1,407 | $2,532-44.4% | $2,291-38.6% | $4,379-67.9% |
| Participant deferral / active EE | $2,050 | $4,422-53.6% | $3,827-46.4% | $6,730-69.5% |
| Admin fee / account holder | $0 | $8,593-100.0% | $7,267-100.0% | $14,365-100.0% |