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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 | $45,248 | $84,236-46.3% | $170,439-73.5% | $70,124-35.5% |
| Participation rate | 85.4% | 70.8%+14.5pp | 83.6%+1.8pp | 69.5%+15.8pp |
| Annual return | 16.72% | 23.06%-6.3pp | 205.94%-189.2pp | 73.14%-56.4pp |
| Employer contribution / active EE | $11,267 | $3,387+232.6% | $5,433+107.4% | $2,342+381.0% |
| Participant deferral / active EE | $3,165 | $3,086+2.6% | $4,939-35.9% | $3,332-5.0% |
| Admin fee / account holder | $273 | $5,698-95.2% | $13,881-98.0% | $4,645-94.1% |