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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 | $27,701 | $165,381-83.3% | $149,730-81.5% | $158,966-82.6% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 17.01% | 348.29%-331.3pp | 276.70%-259.7pp | 302.95%-285.9pp |
| Employer contribution / active EE | $3,095 | $5,104-39.4% | $4,645-33.4% | $4,762-35.0% |
| Participant deferral / active EE | $4,941 | $7,182-31.2% | $6,843-27.8% | $5,983-17.4% |
| Admin fee / account holder | $91 | $10,809-99.2% | $9,310-99.0% | $11,250-99.2% |