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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 | $40,427 | $65,364-38.2% | $92,909-56.5% | $72,975-44.6% |
| Participation rate | 71.9% | 68.3%+3.6pp | 76.0%-4.1pp | 69.5%+2.4pp |
| Annual return | 29.55% | 42.11%-12.6pp | 109.44%-79.9pp | 81.01%-51.5pp |
| Employer contribution / active EE | $1,792 | $2,594-30.9% | $3,653-51.0% | $2,440-26.6% |
| Participant deferral / active EE | $4,167 | $3,128+33.2% | $4,238-1.7% | $3,608+15.5% |
| Admin fee / account holder | $186 | $4,251-95.6% | $5,795-96.8% | $5,124-96.4% |