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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 | $55,221 | $141,004-60.8% | $112,273-50.8% | $139,466-60.4% |
| Participation rate | 85.7% | 79.2%+6.5pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 19.70% | 32.75%-13.1pp | 30.23%-10.5pp | 373.66%-354.0pp |
| Employer contribution / active EE | $2,325 | $4,285-45.7% | $3,431-32.2% | $4,754-51.1% |
| Participant deferral / active EE | $5,881 | $5,8780% | $4,800+22.5% | $6,712-12.4% |
| Admin fee / account holder | $20 | $9,959-99.8% | $7,752-99.7% | $11,409-99.8% |