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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 | $77,884 | $165,381-52.9% | $149,730-48.0% | $158,966-51.0% |
| Participation rate | 70.0% | 84.6%-14.6pp | 82.5%-12.5pp | 82.0%-12.0pp |
| Annual return | 22.10% | 348.29%-326.2pp | 276.70%-254.6pp | 302.95%-280.8pp |
| Employer contribution / active EE | $1,860 | $5,104-63.6% | $4,645-60.0% | $4,762-60.9% |
| Participant deferral / active EE | $7,088 | $7,182-1.3% | $6,843+3.6% | $5,983+18.5% |
| Admin fee / account holder | $136 | $10,809-98.7% | $9,310-98.5% | $11,250-98.8% |