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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 | $36,920 | $97,125-62.0% | $86,233-57.2% | $137,256-73.1% |
| Participation rate | 76.9% | 74.2%+2.7pp | 69.0%+7.9pp | 80.0%-3.0pp |
| Annual return | 19.84% | 74.19%-54.3pp | 61.39%-41.5pp | 220.34%-200.5pp |
| Employer contribution / active EE | $1,193 | $2,841-58.0% | $2,504-52.4% | $4,156-71.3% |
| Participant deferral / active EE | $1,774 | $5,180-65.8% | $4,559-61.1% | $6,407-72.3% |
| Admin fee / account holder | $68 | $9,725-99.3% | $8,342-99.2% | $12,270-99.4% |