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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 | $18,359 | $156,398-88.3% | $147,318-87.5% | $138,895-86.8% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 79.9%+9.0pp |
| Annual return | 23.81% | 78.75%-54.9pp | 70.43%-46.6pp | 145.39%-121.6pp |
| Employer contribution / active EE | $2,200 | $4,853-54.7% | $4,593-52.1% | $4,194-47.5% |
| Participant deferral / active EE | $3,603 | $8,237-56.3% | $7,906-54.4% | $6,396-43.7% |
| Admin fee / account holder | $100 | $14,976-99.3% | $13,708-99.3% | $12,562-99.2% |