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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 | $14,792 | $100,970-85.3% | $96,576-84.7% | $137,256-89.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 17.14% | 38.16%-21.0pp | 38.47%-21.3pp | 220.34%-203.2pp |
| Employer contribution / active EE | $1,160 | $3,809-69.5% | $3,553-67.3% | $4,156-72.1% |
| Participant deferral / active EE | $2,215 | $8,286-73.3% | $7,956-72.2% | $6,407-65.4% |
| Admin fee / account holder | $163 | $11,312-98.6% | $11,381-98.6% | $12,270-98.7% |