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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 | $48,102 | $113,338-57.6% | $94,993-49.4% | $147,586-67.4% |
| Participation rate | 75.0% | 78.0%-3.0pp | 73.9%+1.1pp | 82.8%-7.8pp |
| Annual return | 14.20% | 20.80%-6.6pp | 27.14%-12.9pp | 578.59%-564.4pp |
| Employer contribution / active EE | $263 | $3,160-91.7% | $2,603-89.9% | $4,876-94.6% |
| Participant deferral / active EE | $4,682 | $3,777+24.0% | $3,317+41.2% | $5,439-13.9% |
| Admin fee / account holder | $10 | $6,063-99.8% | $4,960-99.8% | $10,886-99.9% |