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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 | $46,315 | $110,379-58.0% | $102,412-54.8% | $145,884-68.3% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 13.70% | 24.84%-11.1pp | 24.94%-11.2pp | 551.85%-538.2pp |
| Employer contribution / active EE | $1,540 | $4,216-63.5% | $3,870-60.2% | $4,662-67.0% |
| Participant deferral / active EE | $4,991 | $5,622-11.2% | $5,060-1.4% | $6,690-25.4% |
| Admin fee / account holder | $257 | $9,745-97.4% | $8,388-96.9% | $13,392-98.1% |