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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 | $13,714 | $102,938-86.7% | $94,105-85.4% | $138,895-90.1% |
| Participation rate | 87.5% | 74.6%+12.9pp | 71.9%+15.6pp | 79.9%+7.6pp |
| Annual return | 18.58% | 250.28%-231.7pp | 204.55%-186.0pp | 145.39%-126.8pp |
| Employer contribution / active EE | $1,428 | $2,732-47.7% | $2,504-43.0% | $4,194-66.0% |
| Participant deferral / active EE | $3,508 | $4,196-16.4% | $3,881-9.6% | $6,396-45.2% |
| Admin fee / account holder | $253 | $6,600-96.2% | $6,199-95.9% | $12,562-98.0% |