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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 | $32,272 | $124,980-74.2% | $108,359-70.2% | $154,746-79.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 23.81% | 45.00%-21.2pp | 36.89%-13.1pp | 172.34%-148.5pp |
| Employer contribution / active EE | $2,326 | $2,851-18.4% | $2,399-3.1% | $4,379-46.9% |
| Participant deferral / active EE | $4,374 | $4,743-7.8% | $4,137+5.7% | $6,730-35.0% |
| Admin fee / account holder | $20 | $11,502-99.8% | $9,741-99.8% | $14,365-99.9% |