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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 | $37,990 | $176,786-78.5% | $146,643-74.1% | $167,536-77.3% |
| Participation rate | 73.3% | 83.6%-10.3pp | 80.1%-6.7pp | 82.1%-8.8pp |
| Annual return | 18.71% | 24.04%-5.3pp | 22.75%-4.0pp | 478.82%-460.1pp |
| Employer contribution / active EE | $2,214 | $5,161-57.1% | $4,137-46.5% | $4,839-54.2% |
| Participant deferral / active EE | $4,085 | $6,440-36.6% | $5,506-25.8% | $6,342-35.6% |
| Admin fee / account holder | $20 | $13,262-99.8% | $10,280-99.8% | $12,315-99.8% |