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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 | $31,329 | $162,136-80.7% | $152,301-79.4% | $154,746-79.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 22.97% | 91.02%-68.1pp | 80.50%-57.5pp | 172.34%-149.4pp |
| Employer contribution / active EE | $1,196 | $4,890-75.5% | $4,624-74.1% | $4,379-72.7% |
| Participant deferral / active EE | $4,773 | $8,341-42.8% | $8,004-40.4% | $6,730-29.1% |
| Admin fee / account holder | $291 | $15,759-98.2% | $14,398-98.0% | $14,365-98.0% |