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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 | $34,163 | $154,228-77.8% | $145,433-76.5% | $137,256-75.1% |
| Participation rate | 84.6% | 83.8%+0.8pp | 82.1%+2.5pp | 80.0%+4.7pp |
| Annual return | 16.61% | 74.59%-58.0pp | 66.58%-50.0pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,520 | $4,804-68.4% | $4,554-66.6% | $4,156-63.4% |
| Participant deferral / active EE | $4,681 | $8,216-43.0% | $7,897-40.7% | $6,407-26.9% |
| Admin fee / account holder | $260 | $14,344-98.2% | $13,129-98.0% | $12,270-97.9% |