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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 | $53,250 | $98,760-46.1% | $149,715-64.4% | $79,858-33.3% |
| Participation rate | 92.6% | 75.8%+16.8pp | 82.5%+10.1pp | 69.6%+23.0pp |
| Annual return | 19.03% | 27.43%-8.4pp | 276.66%-257.6pp | 31.72%-12.7pp |
| Employer contribution / active EE | $1,699 | $3,217-47.2% | $4,645-63.4% | $2,471-31.2% |
| Participant deferral / active EE | $6,213 | $5,681+9.4% | $6,842-9.2% | $3,740+66.1% |
| Admin fee / account holder | $249 | $6,053-95.9% | $9,310-97.3% | $5,306-95.3% |