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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 | $27,733 | $157,296-82.4% | $141,191-80.4% | $152,897-81.9% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 23.40% | 64.34%-40.9pp | 71.41%-48.0pp | 345.43%-322.0pp |
| Employer contribution / active EE | $1,929 | $5,262-63.3% | $4,736-59.3% | $4,764-59.5% |
| Participant deferral / active EE | $3,319 | $7,111-53.3% | $6,710-50.5% | $5,851-43.3% |
| Admin fee / account holder | $157 | $12,125-98.7% | $10,264-98.5% | $11,599-98.6% |