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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 | $34,016 | $81,276-58.1% | $155,574-78.1% | $80,925-58.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 10.97% | 33.36%-22.4pp | 64.87%-53.9pp | 35.65%-24.7pp |
| Employer contribution / active EE | $3,642 | $3,103+17.4% | $4,676-22.1% | $2,756+32.1% |
| Participant deferral / active EE | $2,897 | $3,453-16.1% | $5,629-48.5% | $4,299-32.6% |
| Admin fee / account holder | $5 | $7,993-99.9% | $15,914-100.0% | $6,940-99.9% |