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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 | $54,463 | $84,236-35.3% | $170,435-68.0% | $70,126-22.3% |
| Participation rate | 95.8% | 70.8%+25.0pp | 83.6%+12.2pp | 69.5%+26.3pp |
| Annual return | 17.83% | 23.06%-5.2pp | 205.94%-188.1pp | 73.15%-55.3pp |
| Employer contribution / active EE | $1,680 | $3,387-50.4% | $5,432-69.1% | $2,343-28.3% |
| Participant deferral / active EE | $3,142 | $3,086+1.8% | $4,939-36.4% | $3,332-5.7% |
| Admin fee / account holder | $159 | $5,698-97.2% | $13,881-98.9% | $4,645-96.6% |