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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 | $26,664 | $124,980-78.7% | $108,359-75.4% | $154,746-82.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 19.85% | 45.00%-25.2pp | 36.89%-17.0pp | 172.34%-152.5pp |
| Employer contribution / active EE | $1,807 | $2,851-36.6% | $2,399-24.7% | $4,379-58.7% |
| Participant deferral / active EE | $8,000 | $4,743+68.7% | $4,137+93.4% | $6,730+18.9% |
| Admin fee / account holder | $0 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |