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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 | $57,118 | $48,053+18.9% | $84,628-32.5% | $72,975-21.7% |
| Participation rate | 77.5% | 57.6%+19.9pp | 68.2%+9.3pp | 69.5%+8.0pp |
| Annual return | 25.17% | 37.39%-12.2pp | 258.80%-233.6pp | 81.01%-55.8pp |
| Employer contribution / active EE | $449 | $1,602-72.0% | $2,653-83.1% | $2,440-81.6% |
| Participant deferral / active EE | $2,643 | $2,681-1.4% | $3,900-32.2% | $3,608-26.7% |
| Admin fee / account holder | $255 | $3,395-92.5% | $4,914-94.8% | $5,124-95.0% |