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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 | $28,340 | $106,267-73.3% | $96,520-70.6% | $139,456-79.7% |
| Participation rate | 78.6% | 77.8%+0.7pp | 74.3%+4.2pp | 80.3%-1.8pp |
| Annual return | 15.49% | 38.45%-23.0pp | 35.72%-20.2pp | 373.45%-358.0pp |
| Employer contribution / active EE | $2,532 | $4,105-38.3% | $3,739-32.3% | $4,753-46.7% |
| Participant deferral / active EE | $5,948 | $5,454+9.1% | $4,879+21.9% | $6,711-11.4% |
| Admin fee / account holder | $86 | $7,882-98.9% | $6,733-98.7% | $11,407-99.2% |