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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 | $39,370 | $110,379-64.3% | $102,412-61.6% | $145,884-73.0% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 37.88% | 24.84%+13.0pp | 24.94%+12.9pp | 551.85%-514.0pp |
| Employer contribution / active EE | $2,407 | $4,216-42.9% | $3,870-37.8% | $4,662-48.4% |
| Participant deferral / active EE | $3,279 | $5,622-41.7% | $5,060-35.2% | $6,690-51.0% |
| Admin fee / account holder | $233 | $9,745-97.6% | $8,388-97.2% | $13,392-98.3% |