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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 | $22,240 | $118,496-81.2% | $98,461-77.4% | $139,466-84.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 16.56% | 18.96%-2.4pp | 21.17%-4.6pp | 373.66%-357.1pp |
| Employer contribution / active EE | $2,703 | $3,611-25.1% | $3,049-11.3% | $4,754-43.1% |
| Participant deferral / active EE | $4,651 | $5,393-13.7% | $4,738-1.8% | $6,712-30.7% |
| Admin fee / account holder | $282 | $14,056-98.0% | $8,961-96.9% | $11,409-97.5% |