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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 | $49,586 | $113,338-56.3% | $94,993-47.8% | $147,585-66.4% |
| Participation rate | 81.8% | 78.0%+3.8pp | 73.9%+7.9pp | 82.8%-1.0pp |
| Annual return | 12.83% | 20.80%-8.0pp | 27.14%-14.3pp | 578.58%-565.8pp |
| Employer contribution / active EE | $3,330 | $3,160+5.4% | $2,603+27.9% | $4,876-31.7% |
| Participant deferral / active EE | $6,129 | $3,777+62.3% | $3,317+84.8% | $5,439+12.7% |
| Admin fee / account holder | $268 | $6,063-95.6% | $4,960-94.6% | $10,886-97.5% |