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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 | $21,115 | $95,406-77.9% | $185,849-88.6% | $85,847-75.4% |
| Participation rate | 82.4% | 68.8%+13.6pp | 81.7%+0.6pp | 69.3%+13.0pp |
| Annual return | 31.18% | 23.59%+7.6pp | 122.10%-90.9pp | 318.61%-287.4pp |
| Employer contribution / active EE | $2,816 | $3,314-15.0% | $5,169-45.5% | $2,565+9.8% |
| Participant deferral / active EE | $1,893 | $3,424-44.7% | $5,569-66.0% | $3,952-52.1% |
| Admin fee / account holder | $256 | $7,214-96.5% | $16,244-98.4% | $6,261-95.9% |