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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 | $41,009 | $90,486-54.7% | $78,676-47.9% | $273,972-85.0% |
| Participation rate | 90.9% | 76.5%+14.4pp | 73.6%+17.3pp | 83.0%+7.9pp |
| Annual return | 10.55% | 75.62%-65.1pp | 62.19%-51.6pp | 41.46%-30.9pp |
| Employer contribution / active EE | $5,214 | $3,175+64.2% | $2,850+83.0% | $4,869+7.1% |
| Participant deferral / active EE | $3,835 | $3,901-1.7% | $3,517+9.0% | $5,287-27.5% |
| Admin fee / account holder | $18 | $5,263-99.7% | $4,510-99.6% | $10,133-99.8% |