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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 | $46,482 | $108,285-57.1% | $77,552-40.1% | $158,982-70.8% |
| Participation rate | 72.2% | 64.4%+7.8pp | 54.2%+18.0pp | 82.0%-9.7pp |
| Annual return | 2.99% | 31.69%-28.7pp | 54.82%-51.8pp | 302.99%-300.0pp |
| Employer contribution / active EE | $3,644 | $1,325+175.0% | $987+269.3% | $4,763-23.5% |
| Participant deferral / active EE | $0 | $2,455-100.0% | $1,861-100.0% | $5,983-100.0% |
| Admin fee / account holder | $16 | $3,709-99.6% | $2,859-99.4% | $11,252-99.9% |