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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 | $40,748 | $162,821-75.0% | $133,978-69.6% | $158,982-74.4% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 23.23% | 41.95%-18.7pp | 45.10%-21.9pp | 302.99%-279.8pp |
| Employer contribution / active EE | $3,677 | $4,976-26.1% | $3,919-6.2% | $4,763-22.8% |
| Participant deferral / active EE | $7,334 | $5,910+24.1% | $5,047+45.3% | $5,983+22.6% |
| Admin fee / account holder | $29 | $11,742-99.7% | $8,930-99.7% | $11,252-99.7% |