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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 | $25,761 | $117,895-78.1% | $102,460-74.9% | $145,897-82.3% |
| Participation rate | 95.7% | 78.6%+17.0pp | 76.5%+19.1pp | 80.3%+15.3pp |
| Annual return | 23.03% | 31.92%-8.9pp | 29.47%-6.4pp | 552.29%-529.3pp |
| Employer contribution / active EE | $2,033 | $3,619-43.8% | $3,025-32.8% | $4,663-56.4% |
| Participant deferral / active EE | $7,453 | $5,736+29.9% | $5,056+47.4% | $6,689+11.4% |
| Admin fee / account holder | $270 | $13,353-98.0% | $9,460-97.1% | $13,390-98.0% |