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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 | $13,156 | $65,685-80.0% | $57,181-77.0% | $273,968-95.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 8.95% | 21.99%-13.0pp | 14.59%-5.6pp | 41.45%-32.5pp |
| Employer contribution / active EE | $1,203 | $3,279-63.3% | $2,682-55.1% | $4,869-75.3% |
| Participant deferral / active EE | $3,950 | $3,781+4.5% | $3,096+27.6% | $5,287-25.3% |
| Admin fee / account holder | $2 | $4,835-100.0% | $3,139-99.9% | $10,132-100.0% |