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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 | $32,103 | $106,267-69.8% | $96,520-66.7% | $139,456-77.0% |
| Participation rate | 84.2% | 77.8%+6.4pp | 74.3%+9.9pp | 80.3%+3.9pp |
| Annual return | 21.20% | 38.45%-17.3pp | 35.72%-14.5pp | 373.45%-352.2pp |
| Employer contribution / active EE | $2,705 | $4,105-34.1% | $3,739-27.7% | $4,753-43.1% |
| Participant deferral / active EE | $5,185 | $5,454-4.9% | $4,879+6.3% | $6,711-22.7% |
| Admin fee / account holder | $12 | $7,882-99.8% | $6,733-99.8% | $11,407-99.9% |