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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 | $28,017 | $155,555-82.0% | $146,866-80.9% | $155,188-81.9% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.5%+0.8pp | 80.8%+2.5pp |
| Annual return | 19.87% | 115.41%-95.5pp | 102.85%-83.0pp | 148.84%-129.0pp |
| Employer contribution / active EE | $2,053 | $4,647-55.8% | $4,425-53.6% | $4,248-51.7% |
| Participant deferral / active EE | $3,960 | $8,044-50.8% | $7,759-49.0% | $6,531-39.4% |
| Admin fee / account holder | $261 | $14,755-98.2% | $13,620-98.1% | $14,480-98.2% |