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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 | $120,375 | $155,555-22.6% | $146,866-18.0% | $155,188-22.4% |
| Participation rate | 84.6% | 84.0%+0.7pp | 82.5%+2.1pp | 80.8%+3.8pp |
| Annual return | 11.77% | 115.41%-103.6pp | 102.85%-91.1pp | 148.84%-137.1pp |
| Employer contribution / active EE | $1,224 | $4,647-73.7% | $4,425-72.3% | $4,248-71.2% |
| Participant deferral / active EE | $2,733 | $8,044-66.0% | $7,759-64.8% | $6,531-58.1% |
| Admin fee / account holder | $7 | $14,755-99.9% | $13,620-99.9% | $14,480-99.9% |