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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 | $24,531 | $54,757-55.2% | $90,300-72.8% | $72,983-66.4% |
| Participation rate | 86.0% | 65.1%+20.9pp | 73.3%+12.8pp | 69.5%+16.6pp |
| Annual return | 79.80% | 30.63%+49.2pp | 78.11%+1.7pp | 81.01%-1.2pp |
| Employer contribution / active EE | $3,863 | $2,092+84.6% | $2,854+35.4% | $2,440+58.3% |
| Participant deferral / active EE | $5,766 | $2,887+99.7% | $3,884+48.4% | $3,608+59.8% |
| Admin fee / account holder | $258 | $3,972-93.5% | $5,353-95.2% | $5,124-95.0% |