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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 | $41,618 | $90,400-54.0% | $186,193-77.6% | $87,485-52.4% |
| Participation rate | 77.4% | 66.2%+11.2pp | 77.1%+0.3pp | 68.9%+8.5pp |
| Annual return | 15.44% | 22.15%-6.7pp | 78.03%-62.6pp | 26.06%-10.6pp |
| Employer contribution / active EE | $2,053 | $2,170-5.4% | $3,918-47.6% | $2,596-20.9% |
| Participant deferral / active EE | $2,875 | $4,330-33.6% | $6,513-55.9% | $4,274-32.7% |
| Admin fee / account holder | $259 | $8,673-97.0% | $11,058-97.7% | $7,775-96.7% |