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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 | $25,766 | $162,136-84.1% | $152,301-83.1% | $154,746-83.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 20.83% | 91.02%-70.2pp | 80.50%-59.7pp | 172.34%-151.5pp |
| Employer contribution / active EE | $3,348 | $4,890-31.5% | $4,624-27.6% | $4,379-23.5% |
| Participant deferral / active EE | $4,041 | $8,341-51.6% | $8,004-49.5% | $6,730-40.0% |
| Admin fee / account holder | $98 | $15,759-99.4% | $14,398-99.3% | $14,365-99.3% |