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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 | $39,215 | $135,956-71.2% | $123,894-68.3% | $273,972-85.7% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 13.62% | 56.63%-43.0pp | 47.52%-33.9pp | 41.46%-27.8pp |
| Employer contribution / active EE | $1,834 | $5,170-64.5% | $4,617-60.3% | $4,869-62.3% |
| Participant deferral / active EE | $14,292 | $6,343+125.3% | $5,984+138.8% | $5,287+170.3% |
| Admin fee / account holder | $55 | $9,817-99.4% | $8,357-99.3% | $10,133-99.5% |