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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 | $20,560 | $154,228-86.7% | $145,433-85.9% | $137,256-85.0% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 24.02% | 74.59%-50.6pp | 66.58%-42.6pp | 220.34%-196.3pp |
| Employer contribution / active EE | $1,530 | $4,804-68.2% | $4,554-66.4% | $4,156-63.2% |
| Participant deferral / active EE | $2,830 | $8,216-65.6% | $7,897-64.2% | $6,407-55.8% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |