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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 | $14,994 | $106,247-85.9% | $96,515-84.5% | $139,466-89.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 24.68% | 38.47%-13.8pp | 35.73%-11.1pp | 373.66%-349.0pp |
| Employer contribution / active EE | $4,306 | $4,106+4.9% | $3,740+15.2% | $4,754-9.4% |
| Participant deferral / active EE | $5,104 | $5,456-6.4% | $4,880+4.6% | $6,712-24.0% |
| Admin fee / account holder | $18 | $7,885-99.8% | $6,735-99.7% | $11,409-99.8% |