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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 | $27,212 | $178,174-84.7% | $156,181-82.6% | $137,256-80.2% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.8%-7.4pp | 80.0%-8.5pp |
| Annual return | 22.74% | 84.19%-61.5pp | 64.87%-42.1pp | 220.34%-197.6pp |
| Employer contribution / active EE | $2,350 | $4,972-52.7% | $4,294-45.3% | $4,156-43.5% |
| Participant deferral / active EE | $3,639 | $6,888-47.2% | $6,132-40.7% | $6,407-43.2% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |