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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 | $65,321 | $154,228-57.6% | $145,433-55.1% | $137,256-52.4% |
| Participation rate | 70.0% | 83.8%-13.8pp | 82.1%-12.1pp | 80.0%-10.0pp |
| Annual return | 42.38% | 74.59%-32.2pp | 66.58%-24.2pp | 220.34%-178.0pp |
| Employer contribution / active EE | $2,026 | $4,804-57.8% | $4,554-55.5% | $4,156-51.2% |
| Participant deferral / active EE | $4,172 | $8,216-49.2% | $7,897-47.2% | $6,407-34.9% |
| Admin fee / account holder | $79 | $14,344-99.4% | $13,129-99.4% | $12,270-99.4% |