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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 | $22,799 | $81,233-71.9% | $155,567-85.3% | $80,874-71.8% |
| Participation rate | 84.6% | 66.2%+18.4pp | 78.2%+6.4pp | 67.6%+17.0pp |
| Annual return | 10.94% | 33.33%-22.4pp | 64.74%-53.8pp | 35.62%-24.7pp |
| Employer contribution / active EE | $5,299 | $3,101+70.9% | $4,674+13.4% | $2,756+92.3% |
| Participant deferral / active EE | $2,445 | $3,452-29.2% | $5,628-56.6% | $4,297-43.1% |
| Admin fee / account holder | $285 | $7,998-96.4% | $15,916-98.2% | $6,935-95.9% |