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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 | $27,155 | $117,895-77.0% | $102,460-73.5% | $145,897-81.4% |
| Participation rate | 76.2% | 78.6%-2.4pp | 76.5%-0.3pp | 80.3%-4.1pp |
| Annual return | 15.27% | 31.92%-16.7pp | 29.47%-14.2pp | 552.29%-537.0pp |
| Employer contribution / active EE | $3,012 | $3,619-16.8% | $3,025-0.4% | $4,663-35.4% |
| Participant deferral / active EE | $5,169 | $5,736-9.9% | $5,056+2.2% | $6,689-22.7% |
| Admin fee / account holder | $100 | $13,353-99.3% | $9,460-98.9% | $13,390-99.3% |