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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 | $24,657 | $41,377-40.4% | $109,313-77.4% | $62,881-60.8% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | 5.33% | 11.05%-5.7pp | 22.07%-16.7pp | 20.14%-14.8pp |
| Employer contribution / active EE | $1,295 | $1,276+1.5% | $3,892-66.7% | $2,281-43.2% |
| Participant deferral / active EE | $1,573 | $2,045-23.1% | $3,166-50.3% | $3,203-50.9% |
| Admin fee / account holder | $51 | $2,884-98.2% | $5,666-99.1% | $4,296-98.8% |