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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 | $30,935 | $149,741-79.3% | $118,914-74.0% | $158,982-80.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 28.52% | 19.94%+8.6pp | 35.89%-7.4pp | 302.99%-274.5pp |
| Employer contribution / active EE | $2,156 | $4,119-47.7% | $3,264-34.0% | $4,763-54.7% |
| Participant deferral / active EE | $6,335 | $5,226+21.2% | $4,266+48.5% | $5,983+5.9% |
| Admin fee / account holder | $166 | $8,607-98.1% | $6,582-97.5% | $11,252-98.5% |