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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 | $30,110 | $156,398-80.7% | $147,318-79.6% | $138,895-78.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.36% | 78.75%-59.4pp | 70.43%-51.1pp | 145.39%-126.0pp |
| Employer contribution / active EE | $2,302 | $4,853-52.6% | $4,593-49.9% | $4,194-45.1% |
| Participant deferral / active EE | $3,579 | $8,237-56.6% | $7,906-54.7% | $6,396-44.0% |
| Admin fee / account holder | $51 | $14,976-99.7% | $13,708-99.6% | $12,562-99.6% |