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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 | $25,963 | $110,337-76.5% | $102,383-74.6% | $145,877-82.2% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 13.22% | 24.83%-11.6pp | 24.94%-11.7pp | 551.28%-538.1pp |
| Employer contribution / active EE | $1,512 | $4,216-64.1% | $3,870-60.9% | $4,663-67.6% |
| Participant deferral / active EE | $5,028 | $5,621-10.6% | $5,060-0.6% | $6,691-24.9% |
| Admin fee / account holder | $141 | $9,750-98.6% | $8,391-98.3% | $13,402-98.9% |