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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 | $38,633 | $112,729-65.7% | $98,716-60.9% | $137,256-71.9% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.3%+16.4pp | 80.0%+5.8pp |
| Annual return | 18.17% | 38.48%-20.3pp | 31.81%-13.6pp | 220.34%-202.2pp |
| Employer contribution / active EE | $465 | $2,725-82.9% | $2,279-79.6% | $4,156-88.8% |
| Participant deferral / active EE | $1,160 | $4,640-75.0% | $4,048-71.3% | $6,407-81.9% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |