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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 | $56,452 | $124,346-54.6% | $111,308-49.3% | $167,536-66.3% |
| Participation rate | 80.0% | 79.6%+0.4pp | 77.3%+2.7pp | 82.1%-2.1pp |
| Annual return | 16.61% | 37.45%-20.8pp | 54.67%-38.1pp | 478.82%-462.2pp |
| Employer contribution / active EE | $3,010 | $3,437-12.4% | $2,732+10.2% | $4,839-37.8% |
| Participant deferral / active EE | $6,078 | $5,182+17.3% | $4,487+35.4% | $6,342-4.2% |
| Admin fee / account holder | $250 | $10,621-97.6% | $7,965-96.9% | $12,315-98.0% |