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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 | $41,247 | $212,386-80.6% | $199,883-79.4% | $138,895-70.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 27.15% | 47.75%-20.6pp | 43.81%-16.7pp | 145.39%-118.2pp |
| Employer contribution / active EE | $3,862 | $6,625-41.7% | $6,261-38.3% | $4,194-7.9% |
| Participant deferral / active EE | $11,892 | $9,617+23.6% | $9,138+30.1% | $6,396+85.9% |
| Admin fee / account holder | $109 | $18,233-99.4% | $17,268-99.4% | $12,562-99.1% |