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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 | $51,775 | $115,917-55.3% | $100,535-48.5% | $158,982-67.4% |
| Participation rate | 94.4% | 81.6%+12.8pp | 79.4%+15.0pp | 82.0%+12.5pp |
| Annual return | 13.80% | 34.80%-21.0pp | 30.90%-17.1pp | 302.99%-289.2pp |
| Employer contribution / active EE | $1,135 | $4,105-72.3% | $3,419-66.8% | $4,763-76.2% |
| Participant deferral / active EE | $5,223 | $6,677-21.8% | $6,271-16.7% | $5,983-12.7% |
| Admin fee / account holder | $0 | $11,002-100.0% | $8,085-100.0% | $11,252-100.0% |