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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 | $46,051 | $110,303-58.3% | $95,759-51.9% | $139,487-67.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.89% | 27.19%-14.3pp | 28.42%-15.5pp | 373.84%-361.0pp |
| Employer contribution / active EE | $2,949 | $3,261-9.6% | $2,836+4.0% | $4,755-38.0% |
| Participant deferral / active EE | $8,406 | $4,674+79.8% | $4,244+98.1% | $6,713+25.2% |
| Admin fee / account holder | $210 | $6,615-96.8% | $5,678-96.3% | $11,407-98.2% |