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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 | $31,473 | $106,280-70.4% | $96,538-67.4% | $139,487-77.4% |
| Participation rate | 90.5% | 77.8%+12.6pp | 74.3%+16.1pp | 80.3%+10.1pp |
| Annual return | 34.24% | 38.48%-4.2pp | 35.74%-1.5pp | 373.84%-339.6pp |
| Employer contribution / active EE | $3,506 | $4,107-14.6% | $3,740-6.3% | $4,755-26.3% |
| Participant deferral / active EE | $10,692 | $5,457+95.9% | $4,880+119.1% | $6,713+59.3% |
| Admin fee / account holder | $216 | $7,888-97.3% | $6,737-96.8% | $11,407-98.1% |