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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 | $44,393 | $111,535-60.2% | $105,223-57.8% | $137,256-67.7% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.0%+12.5pp | 80.0%+7.5pp |
| Annual return | 18.74% | 237.85%-219.1pp | 180.65%-161.9pp | 220.34%-201.6pp |
| Employer contribution / active EE | $2,064 | $3,939-47.6% | $3,689-44.0% | $4,156-50.3% |
| Participant deferral / active EE | $5,582 | $5,500+1.5% | $5,072+10.1% | $6,407-12.9% |
| Admin fee / account holder | $26 | $9,721-99.7% | $8,859-99.7% | $12,270-99.8% |