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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 | $30,232 | $77,905-61.2% | $149,682-79.8% | $75,173-59.8% |
| Participation rate | 72.1% | 65.6%+6.5pp | 78.8%-6.7pp | 67.2%+4.9pp |
| Annual return | 15.20% | 31.72%-16.5pp | 134.35%-119.2pp | 160.65%-145.5pp |
| Employer contribution / active EE | $1,429 | $3,138-54.5% | $4,818-70.3% | $2,670-46.5% |
| Participant deferral / active EE | $2,309 | $3,411-32.3% | $5,681-59.3% | $4,126-44.0% |
| Admin fee / account holder | $195 | $5,957-96.7% | $13,210-98.5% | $5,651-96.5% |