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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 | $15,697 | $97,125-83.8% | $86,233-81.8% | $137,256-88.6% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.0%+18.5pp | 80.0%+7.5pp |
| Annual return | 21.84% | 74.19%-52.3pp | 61.39%-39.5pp | 220.34%-198.5pp |
| Employer contribution / active EE | $1,476 | $2,841-48.0% | $2,504-41.1% | $4,156-64.5% |
| Participant deferral / active EE | $2,728 | $5,180-47.3% | $4,559-40.2% | $6,407-57.4% |
| Admin fee / account holder | $24 | $9,725-99.7% | $8,342-99.7% | $12,270-99.8% |