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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 | $28,537 | $105,856-73.0% | $90,161-68.3% | $147,586-80.7% |
| Participation rate | 80.0% | 79.7%+0.3pp | 76.9%+3.1pp | 82.8%-2.8pp |
| Annual return | 22.39% | 37.63%-15.2pp | 34.89%-12.5pp | 578.59%-556.2pp |
| Employer contribution / active EE | $2,579 | $4,126-37.5% | $3,318-22.3% | $4,876-47.1% |
| Participant deferral / active EE | $5,869 | $5,733+2.4% | $5,287+11.0% | $5,439+7.9% |
| Admin fee / account holder | $16 | $8,046-99.8% | $5,943-99.7% | $10,886-99.9% |