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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 | $11,744 | $112,729-89.6% | $98,716-88.1% | $137,256-91.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 21.18% | 38.48%-17.3pp | 31.81%-10.6pp | 220.34%-199.2pp |
| Employer contribution / active EE | $1,499 | $2,725-45.0% | $2,279-34.2% | $4,156-63.9% |
| Participant deferral / active EE | $2,513 | $4,640-45.8% | $4,048-37.9% | $6,407-60.8% |
| Admin fee / account holder | $243 | $10,129-97.6% | $8,703-97.2% | $12,270-98.0% |