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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 | $36,505 | $174,379-79.1% | $152,093-76.0% | $138,895-73.7% |
| Participation rate | 89.5% | 81.6%+7.8pp | 77.8%+11.7pp | 79.9%+9.6pp |
| Annual return | 21.47% | 74.86%-53.4pp | 66.36%-44.9pp | 145.39%-123.9pp |
| Employer contribution / active EE | $1,798 | $4,652-61.3% | $4,175-56.9% | $4,194-57.1% |
| Participant deferral / active EE | $5,055 | $6,159-17.9% | $5,451-7.3% | $6,396-21.0% |
| Admin fee / account holder | $66 | $16,880-99.6% | $14,497-99.5% | $12,562-99.5% |