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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 | $6,653 | $97,125-93.1% | $86,233-92.3% | $137,256-95.2% |
| Participation rate | 70.0% | 74.2%-4.2pp | 69.0%+1.0pp | 80.0%-10.0pp |
| Annual return | 28.09% | 74.19%-46.1pp | 61.39%-33.3pp | 220.34%-192.2pp |
| Employer contribution / active EE | $728 | $2,841-74.4% | $2,504-70.9% | $4,156-82.5% |
| Participant deferral / active EE | $1,399 | $5,180-73.0% | $4,559-69.3% | $6,407-78.2% |
| Admin fee / account holder | $155 | $9,725-98.4% | $8,342-98.1% | $12,270-98.7% |