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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 | $59,285 | $91,179-35.0% | $178,499-66.8% | $79,852-25.8% |
| Participation rate | 81.4% | 69.2%+12.2pp | 81.9%-0.5pp | 69.6%+11.8pp |
| Annual return | 16.52% | 24.19%-7.7pp | 151.10%-134.6pp | 31.72%-15.2pp |
| Employer contribution / active EE | $1,602 | $3,256-50.8% | $5,011-68.0% | $2,471-35.2% |
| Participant deferral / active EE | $4,075 | $3,236+25.9% | $5,202-21.7% | $3,740+8.9% |
| Admin fee / account holder | $12 | $6,749-99.8% | $13,986-99.9% | $5,306-99.8% |