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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 | $38,759 | $98,766-60.8% | $149,730-74.1% | $79,852-51.5% |
| Participation rate | 93.3% | 75.8%+17.6pp | 82.5%+10.9pp | 69.6%+23.7pp |
| Annual return | 21.39% | 27.43%-6.0pp | 276.70%-255.3pp | 31.72%-10.3pp |
| Employer contribution / active EE | $4,285 | $3,217+33.2% | $4,645-7.8% | $2,471+73.4% |
| Participant deferral / active EE | $8,396 | $5,681+47.8% | $6,843+22.7% | $3,740+124.5% |
| Admin fee / account holder | $15 | $6,052-99.8% | $9,310-99.8% | $5,306-99.7% |