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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 | $18,650 | $110,212-83.1% | $96,534-80.7% | $139,466-86.6% |
| Participation rate | 80.0% | 78.1%+1.9pp | 76.0%+4.0pp | 80.3%-0.3pp |
| Annual return | 20.07% | 26.42%-6.3pp | 25.88%-5.8pp | 373.66%-353.6pp |
| Employer contribution / active EE | $1,532 | $3,620-57.7% | $2,965-48.4% | $4,754-67.8% |
| Participant deferral / active EE | $2,040 | $5,547-63.2% | $4,851-58.0% | $6,712-69.6% |
| Admin fee / account holder | $97 | $11,599-99.2% | $8,253-98.8% | $11,409-99.2% |