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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 | $51,626 | $136,860-62.3% | $120,344-57.1% | $154,746-66.6% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 13.63% | 21.38%-7.7pp | 20.30%-6.7pp | 172.34%-158.7pp |
| Employer contribution / active EE | $7,600 | $3,533+115.1% | $3,020+151.6% | $4,379+73.6% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $50 | $15,393-99.7% | $12,742-99.6% | $14,365-99.7% |