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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 | $16,343 | $154,228-89.4% | $145,433-88.8% | $137,256-88.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 25.84% | 74.59%-48.7pp | 66.58%-40.7pp | 220.34%-194.5pp |
| Employer contribution / active EE | $3,290 | $4,804-31.5% | $4,554-27.8% | $4,156-20.8% |
| Participant deferral / active EE | $2,439 | $8,216-70.3% | $7,897-69.1% | $6,407-61.9% |
| Admin fee / account holder | $208 | $14,344-98.6% | $13,129-98.4% | $12,270-98.3% |