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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 | $36,090 | $93,617-61.4% | $135,982-73.5% | $75,177-52.0% |
| Participation rate | 77.1% | 75.2%+1.9pp | 81.9%-4.8pp | 67.2%+9.9pp |
| Annual return | 39.52% | 30.89%+8.6pp | 68.32%-28.8pp | 160.75%-121.2pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $14,196 | $6,406+121.6% | $7,760+82.9% | $4,126+244.0% |
| Admin fee / account holder | $0 | $6,980-100.0% | $10,767-100.0% | $5,651-100.0% |