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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 | $19,653 | $172,111-88.6% | $150,298-86.9% | $137,256-85.7% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 22.51% | 69.37%-46.9pp | 62.79%-40.3pp | 220.34%-197.8pp |
| Employer contribution / active EE | $3,019 | $4,636-34.9% | $4,154-27.3% | $4,156-27.4% |
| Participant deferral / active EE | $5,183 | $6,166-15.9% | $5,453-5.0% | $6,407-19.1% |
| Admin fee / account holder | $20 | $16,471-99.9% | $14,116-99.9% | $12,270-99.8% |