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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 | $34,157 | $111,814-69.5% | $103,374-67.0% | $145,959-76.6% |
| Participation rate | 86.7% | 77.9%+8.7pp | 74.5%+12.2pp | 80.3%+6.4pp |
| Annual return | 10.80% | 24.77%-14.0pp | 24.89%-14.1pp | 561.95%-551.2pp |
| Employer contribution / active EE | $3,125 | $4,214-25.8% | $3,869-19.2% | $4,661-32.9% |
| Participant deferral / active EE | $5,911 | $5,618+5.2% | $5,058+16.9% | $6,689-11.6% |
| Admin fee / account holder | $17 | $9,754-99.8% | $8,394-99.8% | $13,398-99.9% |