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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 | $12,332 | $103,038-88.0% | $90,324-86.3% | $152,909-91.9% |
| Participation rate | 85.7% | 75.9%+9.8pp | 73.3%+12.4pp | 82.5%+3.3pp |
| Annual return | 21.13% | 95.25%-74.1pp | 78.15%-57.0pp | 345.46%-324.3pp |
| Employer contribution / active EE | $1,444 | $3,141-54.0% | $2,856-49.4% | $4,764-69.7% |
| Participant deferral / active EE | $1,016 | $4,282-76.3% | $3,885-73.9% | $5,851-82.6% |
| Admin fee / account holder | $188 | $6,177-97.0% | $5,356-96.5% | $11,601-98.4% |