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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 | $27,115 | $178,174-84.8% | $156,181-82.6% | $137,256-80.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 19.46% | 84.19%-64.7pp | 64.87%-45.4pp | 220.34%-200.9pp |
| Employer contribution / active EE | $1,106 | $4,972-77.8% | $4,294-74.2% | $4,156-73.4% |
| Participant deferral / active EE | $5,208 | $6,888-24.4% | $6,132-15.1% | $6,407-18.7% |
| Admin fee / account holder | $84 | $17,404-99.5% | $14,586-99.4% | $12,270-99.3% |