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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 | $26,272 | $94,439-72.2% | $73,658-64.3% | $154,746-83.0% |
| Participation rate | 71.4% | 64.7%+6.8pp | 57.0%+14.4pp | 80.7%-9.3pp |
| Annual return | 15.76% | 28.25%-12.5pp | 29.72%-14.0pp | 172.34%-156.6pp |
| Employer contribution / active EE | $1,625 | $1,257+29.3% | $1,032+57.4% | $4,379-62.9% |
| Participant deferral / active EE | $4,576 | $2,527+81.1% | $2,062+121.9% | $6,730-32.0% |
| Admin fee / account holder | $247 | $3,843-93.6% | $3,357-92.6% | $14,365-98.3% |