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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 | $23,423 | $106,247-78.0% | $96,515-75.7% | $139,466-83.2% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 32.87% | 38.47%-5.6pp | 35.73%-2.9pp | 373.66%-340.8pp |
| Employer contribution / active EE | $1,480 | $4,106-63.9% | $3,740-60.4% | $4,754-68.9% |
| Participant deferral / active EE | $2,649 | $5,456-51.5% | $4,880-45.7% | $6,712-60.5% |
| Admin fee / account holder | $158 | $7,885-98.0% | $6,735-97.7% | $11,409-98.6% |