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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 | $12,512 | $110,303-88.7% | $95,759-86.9% | $139,487-91.0% |
| Participation rate | 86.4% | 75.7%+10.6pp | 72.3%+14.1pp | 80.3%+6.0pp |
| Annual return | 16.73% | 27.19%-10.5pp | 28.42%-11.7pp | 373.84%-357.1pp |
| Employer contribution / active EE | $2,063 | $3,261-36.7% | $2,836-27.2% | $4,755-56.6% |
| Participant deferral / active EE | $3,548 | $4,674-24.1% | $4,244-16.4% | $6,713-47.1% |
| Admin fee / account holder | $77 | $6,615-98.8% | $5,678-98.6% | $11,407-99.3% |