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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 | $25,173 | $65,034-61.3% | $90,970-72.3% | $79,856-68.5% |
| Participation rate | 97.0% | 61.6%+35.4pp | 69.0%+28.0pp | 69.6%+27.3pp |
| Annual return | 23.66% | 30.45%-6.8pp | 134.60%-110.9pp | 31.71%-8.1pp |
| Employer contribution / active EE | $2,422 | $1,247+94.2% | $2,122+14.2% | $2,471-2.0% |
| Participant deferral / active EE | $5,914 | $2,512+135.4% | $3,373+75.3% | $3,741+58.1% |
| Admin fee / account holder | $199 | $4,536-95.6% | $5,961-96.7% | $5,306-96.3% |