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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 | $81,892 | $115,917-29.4% | $100,535-18.5% | $158,982-48.5% |
| Participation rate | 87.5% | 81.6%+5.9pp | 79.4%+8.1pp | 82.0%+5.5pp |
| Annual return | 15.33% | 34.80%-19.5pp | 30.90%-15.6pp | 302.99%-287.7pp |
| Employer contribution / active EE | $2,249 | $4,105-45.2% | $3,419-34.2% | $4,763-52.8% |
| Participant deferral / active EE | $4,343 | $6,677-35.0% | $6,271-30.8% | $5,983-27.4% |
| Admin fee / account holder | $61 | $11,002-99.4% | $8,085-99.2% | $11,252-99.5% |