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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 | $38,329 | $124,330-69.2% | $109,173-64.9% | $167,536-77.1% |
| Participation rate | 90.0% | 79.5%+10.5pp | 75.9%+14.1pp | 82.1%+7.9pp |
| Annual return | 33.69% | 26.04%+7.6pp | 25.75%+7.9pp | 478.82%-445.1pp |
| Employer contribution / active EE | $1,597 | $4,209-62.1% | $3,723-57.1% | $4,839-67.0% |
| Participant deferral / active EE | $3,111 | $5,256-40.8% | $4,654-33.2% | $6,342-50.9% |
| Admin fee / account holder | $230 | $7,974-97.1% | $6,755-96.6% | $12,315-98.1% |