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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 | $69,426 | $124,351-44.2% | $109,188-36.4% | $167,553-58.6% |
| Participation rate | 91.7% | 79.4%+12.2pp | 75.9%+15.8pp | 82.1%+9.6pp |
| Annual return | 16.63% | 26.04%-9.4pp | 25.76%-9.1pp | 478.89%-462.3pp |
| Employer contribution / active EE | $3,292 | $4,210-21.8% | $3,723-11.6% | $4,840-32.0% |
| Participant deferral / active EE | $9,320 | $5,257+77.3% | $4,654+100.3% | $6,343+46.9% |
| Admin fee / account holder | $4 | $7,975-99.9% | $6,755-99.9% | $12,316-100.0% |