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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 | $54,483 | $94,439-42.3% | $73,658-26.0% | $154,746-64.8% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 11.38% | 28.25%-16.9pp | 29.72%-18.3pp | 172.34%-161.0pp |
| Employer contribution / active EE | $3,976 | $1,257+216.2% | $1,032+285.1% | $4,379-9.2% |
| Participant deferral / active EE | $4,559 | $2,527+80.4% | $2,062+121.1% | $6,730-32.3% |
| Admin fee / account holder | $205 | $3,843-94.7% | $3,357-93.9% | $14,365-98.6% |