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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 | $69,565 | $98,240-29.2% | $82,312-15.5% | $147,586-52.9% |
| Participation rate | 87.5% | 79.7%+7.8pp | 76.9%+10.6pp | 82.8%+4.7pp |
| Annual return | 12.31% | 30.85%-18.5pp | 25.88%-13.6pp | 578.59%-566.3pp |
| Employer contribution / active EE | $1,530 | $3,192-52.1% | $2,428-37.0% | $4,876-68.6% |
| Participant deferral / active EE | $2,274 | $4,383-48.1% | $3,706-38.7% | $5,439-58.2% |
| Admin fee / account holder | $188 | $8,563-97.8% | $5,608-96.6% | $10,886-98.3% |