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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 | $44,909 | $100,901-55.5% | $75,501-40.5% | $147,586-69.6% |
| Participation rate | 72.7% | 77.1%-4.4pp | 72.4%+0.4pp | 82.8%-10.1pp |
| Annual return | 15.02% | 35.78%-20.8pp | 27.35%-12.3pp | 578.59%-563.6pp |
| Employer contribution / active EE | $2,269 | $3,253-30.3% | $2,352-3.5% | $4,876-53.5% |
| Participant deferral / active EE | $3,700 | $4,027-8.1% | $3,142+17.7% | $5,439-32.0% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,801-100.0% | $10,886-100.0% |