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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 | $22,976 | $123,155-81.3% | $108,753-78.9% | $155,188-85.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 20.12% | 44.73%-24.6pp | 37.47%-17.4pp | 148.84%-128.7pp |
| Employer contribution / active EE | $1,409 | $2,811-49.9% | $2,427-41.9% | $4,248-66.8% |
| Participant deferral / active EE | $1,555 | $4,623-66.4% | $4,115-62.2% | $6,531-76.2% |
| Admin fee / account holder | $232 | $12,126-98.1% | $10,320-97.8% | $14,480-98.4% |