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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 | $34,107 | $162,812-79.1% | $133,971-74.5% | $158,966-78.5% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 5.79% | 41.94%-36.2pp | 45.09%-39.3pp | 302.95%-297.2pp |
| Employer contribution / active EE | $2,140 | $4,976-57.0% | $3,919-45.4% | $4,762-55.1% |
| Participant deferral / active EE | $4,475 | $5,910-24.3% | $5,047-11.3% | $5,983-25.2% |
| Admin fee / account holder | $218 | $11,741-98.1% | $8,929-97.6% | $11,250-98.1% |