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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 | $29,722 | $113,338-73.8% | $94,993-68.7% | $147,586-79.9% |
| Participation rate | 71.4% | 78.0%-6.5pp | 73.9%-2.5pp | 82.8%-11.4pp |
| Annual return | 25.29% | 20.80%+4.5pp | 27.14%-1.9pp | 578.59%-553.3pp |
| Employer contribution / active EE | $1,624 | $3,160-48.6% | $2,603-37.6% | $4,876-66.7% |
| Participant deferral / active EE | $5,032 | $3,777+33.2% | $3,317+51.7% | $5,439-7.5% |
| Admin fee / account holder | $1 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |