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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 | $17,648 | $174,379-89.9% | $152,093-88.4% | $138,895-87.3% |
| Participation rate | 81.8% | 81.6%+0.2pp | 77.8%+4.1pp | 79.9%+1.9pp |
| Annual return | 32.33% | 74.86%-42.5pp | 66.36%-34.0pp | 145.39%-113.1pp |
| Employer contribution / active EE | $3,799 | $4,652-18.3% | $4,175-9.0% | $4,194-9.4% |
| Participant deferral / active EE | $4,138 | $6,159-32.8% | $5,451-24.1% | $6,396-35.3% |
| Admin fee / account holder | $153 | $16,880-99.1% | $14,497-98.9% | $12,562-98.8% |