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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 | $20,896 | $115,917-82.0% | $100,535-79.2% | $158,982-86.9% |
| Participation rate | 71.4% | 81.6%-10.2pp | 79.4%-8.0pp | 82.0%-10.5pp |
| Annual return | 0.00% | 34.80%-34.8pp | 30.90%-30.9pp | 302.99%-303.0pp |
| Employer contribution / active EE | $2,605 | $4,105-36.5% | $3,419-23.8% | $4,763-45.3% |
| Participant deferral / active EE | $8,072 | $6,677+20.9% | $6,271+28.7% | $5,983+34.9% |
| Admin fee / account holder | $52 | $11,002-99.5% | $8,085-99.4% | $11,252-99.5% |