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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 | $16,929 | $211,239-92.0% | $178,528-90.5% | $145,877-88.4% |
| Participation rate | 93.8% | 80.8%+13.0pp | 77.1%+16.6pp | 80.3%+13.4pp |
| Annual return | 23.31% | 30.22%-6.9pp | 27.11%-3.8pp | 551.28%-528.0pp |
| Employer contribution / active EE | $1,448 | $4,570-68.3% | $3,950-63.3% | $4,663-68.9% |
| Participant deferral / active EE | $6,786 | $6,963-2.5% | $6,278+8.1% | $6,691+1.4% |
| Admin fee / account holder | $19 | $12,095-99.8% | $10,419-99.8% | $13,402-99.9% |