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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 | $74,803 | $152,612-51.0% | $125,192-40.2% | $152,897-51.1% |
| Participation rate | 76.2% | 83.3%-7.1pp | 79.8%-3.6pp | 82.5%-6.3pp |
| Annual return | 20.56% | 54.85%-34.3pp | 43.79%-23.2pp | 345.43%-324.9pp |
| Employer contribution / active EE | $1,514 | $4,947-69.4% | $3,866-60.8% | $4,764-68.2% |
| Participant deferral / active EE | $2,537 | $5,868-56.8% | $4,937-48.6% | $5,851-56.6% |
| Admin fee / account holder | $166 | $13,437-98.8% | $9,704-98.3% | $11,599-98.6% |