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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 | $67,865 | $113,338-40.1% | $94,993-28.6% | $147,585-54.0% |
| Participation rate | 76.9% | 78.0%-1.1pp | 73.9%+3.0pp | 82.8%-5.9pp |
| Annual return | 15.95% | 20.80%-4.8pp | 27.14%-11.2pp | 578.58%-562.6pp |
| Employer contribution / active EE | $1,515 | $3,160-52.1% | $2,603-41.8% | $4,876-68.9% |
| Participant deferral / active EE | $2,831 | $3,777-25.1% | $3,317-14.7% | $5,439-48.0% |
| Admin fee / account holder | $67 | $6,063-98.9% | $4,960-98.6% | $10,886-99.4% |