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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 | $71,953 | $117,895-39.0% | $102,460-29.8% | $145,897-50.7% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 14.74% | 31.92%-17.2pp | 29.47%-14.7pp | 552.29%-537.6pp |
| Employer contribution / active EE | $1,692 | $3,619-53.2% | $3,025-44.1% | $4,663-63.7% |
| Participant deferral / active EE | $5,007 | $5,736-12.7% | $5,056-1.0% | $6,689-25.2% |
| Admin fee / account holder | $15 | $13,353-99.9% | $9,460-99.8% | $13,390-99.9% |