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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 | $11,707 | $115,225-89.8% | $100,712-88.4% | $138,895-91.6% |
| Participation rate | 83.3% | 74.3%+9.0pp | 69.3%+14.1pp | 79.9%+3.4pp |
| Annual return | 30.02% | 40.35%-10.3pp | 33.27%-3.3pp | 145.39%-115.4pp |
| Employer contribution / active EE | $1,291 | $2,771-53.4% | $2,313-44.2% | $4,194-69.2% |
| Participant deferral / active EE | $2,568 | $4,699-45.4% | $4,085-37.1% | $6,396-59.9% |
| Admin fee / account holder | $2 | $10,844-100.0% | $9,256-100.0% | $12,562-100.0% |