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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 | $20,539 | $110,337-81.4% | $102,383-79.9% | $145,877-85.9% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.5%-4.5pp | 80.3%-10.3pp |
| Annual return | 14.91% | 24.83%-9.9pp | 24.94%-10.0pp | 551.28%-536.4pp |
| Employer contribution / active EE | $1,959 | $4,216-53.5% | $3,870-49.4% | $4,663-58.0% |
| Participant deferral / active EE | $3,539 | $5,621-37.0% | $5,060-30.1% | $6,691-47.1% |
| Admin fee / account holder | $71 | $9,750-99.3% | $8,391-99.2% | $13,402-99.5% |