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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 | $15,314 | $97,125-84.2% | $86,233-82.2% | $137,256-88.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 16.79% | 74.19%-57.4pp | 61.39%-44.6pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,820 | $2,841-35.9% | $2,504-27.3% | $4,156-56.2% |
| Participant deferral / active EE | $3,120 | $5,180-39.8% | $4,559-31.6% | $6,407-51.3% |
| Admin fee / account holder | $58 | $9,725-99.4% | $8,342-99.3% | $12,270-99.5% |