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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 | $30,473 | $52,678-42.2% | $75,784-59.8% | $59,633-48.9% |
| Participation rate | 80.0% | 67.2%+12.8pp | 75.8%+4.2pp | 68.7%+11.3pp |
| Annual return | 0.87% | 2.95%-2.1pp | 9.68%-8.8pp | 2041.45%-2040.6pp |
| Employer contribution / active EE | $798 | $2,193-63.6% | $3,323-76.0% | $2,203-63.8% |
| Participant deferral / active EE | $2,412 | $2,591-6.9% | $3,652-34.0% | $3,192-24.4% |
| Admin fee / account holder | $25 | $3,610-99.3% | $5,300-99.5% | $4,297-99.4% |