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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 | $25,661 | $67,411-61.9% | $91,004-71.8% | $70,126-63.4% |
| Participation rate | 83.9% | 71.4%+12.5pp | 75.6%+8.3pp | 69.5%+14.3pp |
| Annual return | 23.38% | -40.16%+63.5pp | 4.60%+18.8pp | 73.15%-49.8pp |
| Employer contribution / active EE | $2,206 | $1,786+23.5% | $2,456-10.2% | $2,343-5.8% |
| Participant deferral / active EE | $3,412 | $2,823+20.9% | $3,548-3.8% | $3,332+2.4% |
| Admin fee / account holder | $96 | $4,236-97.7% | $5,417-98.2% | $4,645-97.9% |