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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 | $12,618 | $45,050-72.0% | $63,018-80.0% | $70,126-82.0% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 19.51% | 18.76%+0.7pp | 87.62%-68.1pp | 73.15%-53.6pp |
| Employer contribution / active EE | $1,455 | $2,052-29.1% | $2,761-47.3% | $2,343-37.9% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,330-100.0% | $3,332-100.0% |
| Admin fee / account holder | $239 | $2,834-91.6% | $3,601-93.4% | $4,645-94.9% |