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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 | $51,403 | $108,201-52.5% | $77,498-33.7% | $158,931-67.7% |
| Participation rate | 72.7% | 64.4%+8.3pp | 54.2%+18.5pp | 82.0%-9.2pp |
| Annual return | 16.91% | 31.68%-14.8pp | 54.79%-37.9pp | 302.86%-286.0pp |
| Employer contribution / active EE | $737 | $1,325-44.4% | $987-25.3% | $4,761-84.5% |
| Participant deferral / active EE | $2,830 | $2,457+15.2% | $1,861+52.0% | $5,982-52.7% |
| Admin fee / account holder | $0 | $3,709-100.0% | $2,858-100.0% | $11,247-100.0% |