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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 | $27,226 | $69,248-60.7% | $64,101-57.5% | $139,466-80.5% |
| Participation rate | 88.2% | 75.6%+12.6pp | 72.3%+15.9pp | 80.3%+7.9pp |
| Annual return | 20.46% | 45.95%-25.5pp | 33.72%-13.3pp | 373.66%-353.2pp |
| Employer contribution / active EE | $1,653 | $3,185-48.1% | $2,749-39.8% | $4,754-65.2% |
| Participant deferral / active EE | $5,102 | $4,682+9.0% | $3,881+31.5% | $6,712-24.0% |
| Admin fee / account holder | $0 | $4,247-100.0% | $3,070-100.0% | $11,409-100.0% |