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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 | $29,101 | $91,179-68.1% | $178,499-83.7% | $79,852-63.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.82% | 24.19%-7.4pp | 151.10%-134.3pp | 31.72%-14.9pp |
| Employer contribution / active EE | $1,817 | $3,256-44.2% | $5,011-63.7% | $2,471-26.5% |
| Participant deferral / active EE | $2,802 | $3,236-13.4% | $5,202-46.1% | $3,740-25.1% |
| Admin fee / account holder | $138 | $6,749-98.0% | $13,986-99.0% | $5,306-97.4% |