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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 | $51,766 | $103,392-49.9% | $87,104-40.6% | $152,897-66.1% |
| Participation rate | 95.8% | 79.4%+16.5pp | 76.9%+19.0pp | 82.5%+13.4pp |
| Annual return | 21.13% | 28.10%-7.0pp | 28.19%-7.1pp | 345.43%-324.3pp |
| Employer contribution / active EE | $1,761 | $3,221-45.3% | $2,521-30.1% | $4,764-63.0% |
| Participant deferral / active EE | $5,074 | $4,778+6.2% | $4,048+25.3% | $5,851-13.3% |
| Admin fee / account holder | $184 | $12,194-98.5% | $7,491-97.5% | $11,599-98.4% |