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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 | $53,540 | $124,314-56.9% | $109,163-51.0% | $167,518-68.0% |
| Participation rate | 70.0% | 79.4%-9.4pp | 75.9%-5.9pp | 82.1%-12.1pp |
| Annual return | 16.50% | 26.04%-9.5pp | 25.75%-9.3pp | 478.71%-462.2pp |
| Employer contribution / active EE | $1,412 | $4,209-66.4% | $3,723-62.1% | $4,838-70.8% |
| Participant deferral / active EE | $2,096 | $5,256-60.1% | $4,654-55.0% | $6,342-66.9% |
| Admin fee / account holder | $20 | $7,973-99.7% | $6,754-99.7% | $12,312-99.8% |