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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 | $39,823 | $154,228-74.2% | $145,433-72.6% | $137,256-71.0% |
| Participation rate | 81.3% | 83.8%-2.5pp | 82.1%-0.9pp | 80.0%+1.3pp |
| Annual return | 22.41% | 74.59%-52.2pp | 66.58%-44.2pp | 220.34%-197.9pp |
| Employer contribution / active EE | $3,074 | $4,804-36.0% | $4,554-32.5% | $4,156-26.0% |
| Participant deferral / active EE | $7,222 | $8,216-12.1% | $7,897-8.5% | $6,407+12.7% |
| Admin fee / account holder | $63 | $14,344-99.6% | $13,129-99.5% | $12,270-99.5% |