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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 | $10,988 | $51,638-78.7% | $129,406-91.5% | $80,959-86.4% |
| Participation rate | 96.3% | 56.9%+39.4pp | 69.6%+26.6pp | 67.7%+28.6pp |
| Annual return | 31.42% | 20.78%+10.6pp | 9468.18%-9436.8pp | 35.67%-4.2pp |
| Employer contribution / active EE | $1,419 | $1,584-10.4% | $4,155-65.9% | $2,757-48.5% |
| Participant deferral / active EE | $2,627 | $2,670-1.6% | $4,167-37.0% | $4,300-38.9% |
| Admin fee / account holder | $216 | $4,313-95.0% | $7,689-97.2% | $6,925-96.9% |