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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 | $23,250 | $111,814-79.2% | $103,378-77.5% | $145,978-84.1% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 14.92% | 24.80%-9.9pp | 24.91%-10.0pp | 550.52%-535.6pp |
| Employer contribution / active EE | $2,951 | $4,215-30.0% | $3,870-23.8% | $4,662-36.7% |
| Participant deferral / active EE | $6,520 | $5,618+16.1% | $5,058+28.9% | $6,690-2.5% |
| Admin fee / account holder | $38 | $9,764-99.6% | $8,401-99.6% | $13,400-99.7% |