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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 | $42,495 | $156,398-72.8% | $147,318-71.2% | $138,895-69.4% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 21.05% | 78.75%-57.7pp | 70.43%-49.4pp | 145.39%-124.3pp |
| Employer contribution / active EE | $2,138 | $4,853-55.9% | $4,593-53.5% | $4,194-49.0% |
| Participant deferral / active EE | $4,116 | $8,237-50.0% | $7,906-47.9% | $6,396-35.7% |
| Admin fee / account holder | $205 | $14,976-98.6% | $13,708-98.5% | $12,562-98.4% |