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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 | $30,346 | $176,120-82.8% | $159,487-81.0% | $167,553-81.9% |
| Participation rate | 83.3% | 85.0%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 20.52% | 331.95%-311.4pp | 263.71%-243.2pp | 478.89%-458.4pp |
| Employer contribution / active EE | $1,870 | $5,299-64.7% | $4,831-61.3% | $4,840-61.4% |
| Participant deferral / active EE | $10,399 | $7,752+34.1% | $7,354+41.4% | $6,343+63.9% |
| Admin fee / account holder | $79 | $12,561-99.4% | $10,804-99.3% | $12,316-99.4% |