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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 | $42,964 | $89,370-51.9% | $141,197-69.6% | $72,976-41.1% |
| Participation rate | 71.1% | 75.1%-4.0pp | 82.5%-11.4pp | 69.5%+1.6pp |
| Annual return | 27.74% | 111.88%-84.1pp | 71.41%-43.7pp | 81.02%-53.3pp |
| Employer contribution / active EE | $2,750 | $3,115-11.7% | $4,736-41.9% | $2,440+12.7% |
| Participant deferral / active EE | $4,876 | $5,419-10.0% | $6,710-27.3% | $3,608+35.2% |
| Admin fee / account holder | $68 | $5,957-98.9% | $10,265-99.3% | $5,124-98.7% |