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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 | $38,638 | $35,183+9.8% | $73,550-47.5% | $70,126-44.9% |
| Participation rate | 100.0% | 42.9%+57.1pp | 54.9%+45.1pp | 69.5%+30.5pp |
| Annual return | 31.21% | 26.90%+4.3pp | -15.16%+46.4pp | 73.15%-41.9pp |
| Employer contribution / active EE | $679 | $709-4.2% | $1,219-44.3% | $2,343-71.0% |
| Participant deferral / active EE | $1,032 | $1,220-15.4% | $1,804-42.8% | $3,332-69.0% |
| Admin fee / account holder | $215 | $2,302-90.7% | $2,320-90.7% | $4,645-95.4% |