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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 | $20,881 | $94,439-77.9% | $73,658-71.7% | $154,746-86.5% |
| Participation rate | 90.0% | 64.7%+25.3pp | 57.0%+33.0pp | 80.7%+9.3pp |
| Annual return | 20.55% | 28.25%-7.7pp | 29.72%-9.2pp | 172.34%-151.8pp |
| Employer contribution / active EE | $2,048 | $1,257+62.9% | $1,032+98.4% | $4,379-53.2% |
| Participant deferral / active EE | $2,735 | $2,527+8.2% | $2,062+32.6% | $6,730-59.4% |
| Admin fee / account holder | $237 | $3,843-93.8% | $3,357-92.9% | $14,365-98.3% |