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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 | $58,571 | $127,387-54.0% | $115,038-49.1% | $125,389-53.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 1.84% | 31.28%-29.4pp | 26.14%-24.3pp | 282.24%-280.4pp |
| Employer contribution / active EE | $1,436 | $5,166-72.2% | $4,608-68.8% | $4,866-70.5% |
| Participant deferral / active EE | $2,950 | $6,423-54.1% | $6,026-51.1% | $5,352-44.9% |
| Admin fee / account holder | $290 | $9,516-97.0% | $8,175-96.5% | $9,541-97.0% |