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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 | $41,159 | $52,519-21.6% | $155,789-73.6% | $59,633-31.0% |
| Participation rate | 72.4% | 61.7%+10.7pp | 76.1%-3.7pp | 68.7%+3.7pp |
| Annual return | 8.13% | 53.51%-45.4pp | 71.54%-63.4pp | 2041.45%-2033.3pp |
| Employer contribution / active EE | $1,967 | $1,589+23.8% | $3,839-48.8% | $2,203-10.7% |
| Participant deferral / active EE | $3,207 | $3,084+4.0% | $4,798-33.2% | $3,192+0.5% |
| Admin fee / account holder | $231 | $3,540-93.5% | $7,477-96.9% | $4,297-94.6% |