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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 | $37,171 | $99,345-62.6% | $84,753-56.1% | $273,972-86.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.73% | 22.93%-12.2pp | 22.78%-12.1pp | 41.46%-30.7pp |
| Employer contribution / active EE | $1,652 | $4,214-60.8% | $3,574-53.8% | $4,869-66.1% |
| Participant deferral / active EE | $11,076 | $4,270+159.4% | $3,712+198.4% | $5,287+109.5% |
| Admin fee / account holder | $186 | $6,645-97.2% | $5,333-96.5% | $10,133-98.2% |