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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 | $27,588 | $161,352-82.9% | $134,172-79.4% | $137,256-79.9% |
| Participation rate | 94.1% | 78.3%+15.8pp | 72.5%+21.7pp | 80.0%+14.2pp |
| Annual return | 21.45% | 28.72%-7.3pp | 25.30%-3.8pp | 220.34%-198.9pp |
| Employer contribution / active EE | $1,980 | $4,099-51.7% | $3,420-42.1% | $4,156-52.4% |
| Participant deferral / active EE | $4,296 | $5,552-22.6% | $4,690-8.4% | $6,407-32.9% |
| Admin fee / account holder | $225 | $15,028-98.5% | $12,016-98.1% | $12,270-98.2% |