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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 | $33,861 | $106,280-68.1% | $96,538-64.9% | $139,487-75.7% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 35.13% | 38.48%-3.4pp | 35.74%-0.6pp | 373.84%-338.7pp |
| Employer contribution / active EE | $1,569 | $4,107-61.8% | $3,740-58.1% | $4,755-67.0% |
| Participant deferral / active EE | $3,991 | $5,457-26.9% | $4,880-18.2% | $6,713-40.5% |
| Admin fee / account holder | $212 | $7,888-97.3% | $6,737-96.8% | $11,407-98.1% |