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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 | $21,316 | $48,337-55.9% | $67,560-68.4% | $80,959-73.7% |
| Participation rate | 88.6% | 66.4%+22.1pp | 72.9%+15.6pp | 67.7%+20.9pp |
| Annual return | 14.02% | 18.26%-4.2pp | 3533.50%-3519.5pp | 35.67%-21.6pp |
| Employer contribution / active EE | $2,557 | $2,023+26.4% | $2,737-6.6% | $2,757-7.3% |
| Participant deferral / active EE | $5,336 | $2,928+82.2% | $4,004+33.3% | $4,300+24.1% |
| Admin fee / account holder | $198 | $3,695-94.6% | $3,994-95.0% | $6,925-97.1% |