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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 | $28,691 | $172,111-83.3% | $150,298-80.9% | $137,256-79.1% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 15.53% | 69.37%-53.8pp | 62.79%-47.3pp | 220.34%-204.8pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,865 | $6,166-37.3% | $5,453-29.1% | $6,407-39.7% |
| Admin fee / account holder | $27 | $16,471-99.8% | $14,116-99.8% | $12,270-99.8% |