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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 | $18,827 | $103,949-81.9% | $69,182-72.8% | $273,972-93.1% |
| Participation rate | 81.8% | 67.4%+14.5pp | 55.1%+26.7pp | 83.0%-1.2pp |
| Annual return | 35.74% | 35.28%+0.5pp | -21.93%+57.7pp | 41.46%-5.7pp |
| Employer contribution / active EE | $4,267 | $1,783+139.3% | $1,206+253.7% | $4,869-12.4% |
| Participant deferral / active EE | $4,908 | $2,716+80.7% | $1,897+158.7% | $5,287-7.2% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,133-100.0% |