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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 | $13,380 | $114,119-88.3% | $107,187-87.5% | $138,895-90.4% |
| Participation rate | 71.4% | 78.1%-6.6pp | 75.0%-3.6pp | 79.9%-8.5pp |
| Annual return | 22.07% | 273.21%-251.1pp | 204.55%-182.5pp | 145.39%-123.3pp |
| Employer contribution / active EE | $2,226 | $4,059-45.2% | $3,782-41.2% | $4,194-46.9% |
| Participant deferral / active EE | $2,675 | $5,538-51.7% | $5,096-47.5% | $6,396-58.2% |
| Admin fee / account holder | $20 | $10,024-99.8% | $9,162-99.8% | $12,562-99.8% |