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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 | $51,164 | $185,312-72.4% | $161,489-68.3% | $154,746-66.9% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 20.55% | 103.84%-83.3pp | 89.72%-69.2pp | 172.34%-151.8pp |
| Employer contribution / active EE | $2,354 | $4,769-50.6% | $4,268-44.8% | $4,379-46.2% |
| Participant deferral / active EE | $4,214 | $6,350-33.6% | $5,630-25.1% | $6,730-37.4% |
| Admin fee / account holder | $15 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |