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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 | $89,496 | $103,392-13.4% | $87,104+2.7% | $152,897-41.5% |
| Participation rate | 71.4% | 79.4%-7.9pp | 76.9%-5.4pp | 82.5%-11.0pp |
| Annual return | 21.77% | 28.10%-6.3pp | 28.19%-6.4pp | 345.43%-323.7pp |
| Employer contribution / active EE | $2,293 | $3,221-28.8% | $2,521-9.1% | $4,764-51.9% |
| Participant deferral / active EE | $2,751 | $4,778-42.4% | $4,048-32.1% | $5,851-53.0% |
| Admin fee / account holder | $29 | $12,194-99.8% | $7,491-99.6% | $11,599-99.7% |