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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 | $22,761 | $108,212-79.0% | $77,513-70.6% | $158,966-85.7% |
| Participation rate | 83.3% | 64.4%+18.9pp | 54.2%+29.1pp | 82.0%+1.4pp |
| Annual return | 16.10% | 31.67%-15.6pp | 54.81%-38.7pp | 302.95%-286.8pp |
| Employer contribution / active EE | $983 | $1,325-25.8% | $987-0.4% | $4,762-79.4% |
| Participant deferral / active EE | $879 | $2,455-64.2% | $1,861-52.8% | $5,983-85.3% |
| Admin fee / account holder | $106 | $3,709-97.2% | $2,859-96.3% | $11,250-99.1% |