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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 | $22,320 | $183,627-87.8% | $155,602-85.7% | $145,978-84.7% |
| Participation rate | 72.2% | 82.7%-10.5pp | 78.2%-6.0pp | 80.3%-8.1pp |
| Annual return | 14.03% | 61.32%-47.3pp | 64.81%-50.8pp | 550.52%-536.5pp |
| Employer contribution / active EE | $1,448 | $5,316-72.8% | $4,675-69.0% | $4,662-68.9% |
| Participant deferral / active EE | $2,775 | $6,466-57.1% | $5,629-50.7% | $6,690-58.5% |
| Admin fee / account holder | $246 | $19,327-98.7% | $15,923-98.5% | $13,400-98.2% |