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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 | $13,526 | $106,280-87.3% | $96,538-86.0% | $139,487-90.3% |
| Participation rate | 76.9% | 77.8%-0.9pp | 74.3%+2.6pp | 80.3%-3.4pp |
| Annual return | 21.79% | 38.48%-16.7pp | 35.74%-14.0pp | 373.84%-352.1pp |
| Employer contribution / active EE | $1,221 | $4,107-70.3% | $3,740-67.3% | $4,755-74.3% |
| Participant deferral / active EE | $1,972 | $5,457-63.9% | $4,880-59.6% | $6,713-70.6% |
| Admin fee / account holder | $24 | $7,888-99.7% | $6,737-99.6% | $11,407-99.8% |