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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 | $22,556 | $139,948-83.9% | $121,663-81.5% | $154,746-85.4% |
| Participation rate | 80.0% | 78.0%+2.0pp | 74.5%+5.5pp | 80.7%-0.7pp |
| Annual return | 24.16% | 230.52%-206.4pp | 147.54%-123.4pp | 172.34%-148.2pp |
| Employer contribution / active EE | $1,360 | $3,521-61.4% | $3,020-55.0% | $4,379-68.9% |
| Participant deferral / active EE | $2,524 | $5,629-55.2% | $4,887-48.4% | $6,730-62.5% |
| Admin fee / account holder | $80 | $17,321-99.5% | $14,289-99.4% | $14,365-99.4% |