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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 | $45,736 | $78,672-41.9% | $109,163-58.1% | $85,856-46.7% |
| Participation rate | 96.4% | 68.3%+28.1pp | 75.9%+20.5pp | 69.3%+27.0pp |
| Annual return | 15.34% | 25.09%-9.7pp | 25.75%-10.4pp | 318.58%-303.2pp |
| Employer contribution / active EE | $1,364 | $2,734-50.1% | $3,723-63.4% | $2,565-46.8% |
| Participant deferral / active EE | $2,749 | $3,467-20.7% | $4,654-40.9% | $3,952-30.4% |
| Admin fee / account holder | $142 | $5,470-97.4% | $6,754-97.9% | $6,261-97.7% |