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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 | $28,739 | $107,666-73.3% | $102,184-71.9% | $154,746-81.4% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 19.33% | 29.33%-10.0pp | 31.58%-12.3pp | 172.34%-153.0pp |
| Employer contribution / active EE | $2,828 | $3,846-26.5% | $3,594-21.3% | $4,379-35.4% |
| Participant deferral / active EE | $6,021 | $8,719-30.9% | $8,309-27.5% | $6,730-10.5% |
| Admin fee / account holder | $119 | $12,943-99.1% | $11,609-99.0% | $14,365-99.2% |