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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 | $17,005 | $96,491-82.4% | $75,894-77.6% | $152,885-88.9% |
| Participation rate | 94.7% | 76.2%+18.5pp | 69.3%+25.5pp | 82.5%+12.3pp |
| Annual return | 20.09% | 33.98%-13.9pp | 30.76%-10.7pp | 345.39%-325.3pp |
| Employer contribution / active EE | $4,526 | $3,310+36.7% | $2,501+81.0% | $4,763-5.0% |
| Participant deferral / active EE | $4,115 | $4,553-9.6% | $3,603+14.2% | $5,851-29.7% |
| Admin fee / account holder | $150 | $8,079-98.1% | $5,420-97.2% | $11,598-98.7% |