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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 | $54,426 | $165,399-67.1% | $149,745-63.7% | $158,982-65.8% |
| Participation rate | 76.5% | 84.6%-8.1pp | 82.5%-6.0pp | 82.0%-5.5pp |
| Annual return | 18.91% | 348.34%-329.4pp | 276.72%-257.8pp | 302.99%-284.1pp |
| Employer contribution / active EE | $1,936 | $5,105-62.1% | $4,646-58.3% | $4,763-59.4% |
| Participant deferral / active EE | $6,878 | $7,183-4.2% | $6,843+0.5% | $5,983+14.9% |
| Admin fee / account holder | $198 | $10,811-98.2% | $9,312-97.9% | $11,252-98.2% |