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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 | $12,256 | $76,407-84.0% | $150,298-91.8% | $82,448-85.1% |
| Participation rate | 85.5% | 66.4%+19.1pp | 77.8%+7.7pp | 68.1%+17.4pp |
| Annual return | 23.29% | 39.99%-16.7pp | 62.79%-39.5pp | 41.64%-18.4pp |
| Employer contribution / active EE | $1,139 | $2,614-56.4% | $4,154-72.6% | $2,551-55.3% |
| Participant deferral / active EE | $2,290 | $3,214-28.8% | $5,453-58.0% | $4,139-44.7% |
| Admin fee / account holder | $245 | $6,352-96.1% | $14,116-98.3% | $7,234-96.6% |