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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 | $23,161 | $94,766-75.6% | $112,923-79.5% | $139,487-83.4% |
| Participation rate | 78.3% | 81.3%-3.1pp | 80.5%-2.3pp | 80.3%-2.1pp |
| Annual return | 17.38% | 40.96%-23.6pp | 34.13%-16.8pp | 373.84%-356.5pp |
| Employer contribution / active EE | $1,669 | $4,636-64.0% | $4,570-63.5% | $4,755-64.9% |
| Participant deferral / active EE | $2,169 | $6,523-66.8% | $6,520-66.7% | $6,713-67.7% |
| Admin fee / account holder | $247 | $8,529-97.1% | $7,046-96.5% | $11,407-97.8% |