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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 | $16,274 | $84,236-80.7% | $170,435-90.5% | $70,126-76.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.69% | 23.06%-7.4pp | 205.94%-190.2pp | 73.15%-57.5pp |
| Employer contribution / active EE | $462 | $3,387-86.4% | $5,432-91.5% | $2,343-80.3% |
| Participant deferral / active EE | $933 | $3,086-69.8% | $4,939-81.1% | $3,332-72.0% |
| Admin fee / account holder | $8 | $5,698-99.9% | $13,881-99.9% | $4,645-99.8% |