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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 | $44,183 | $102,385-56.8% | $147,080-70.0% | $80,935-45.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 15.00% | 135.09%-120.1pp | 420.17%-405.2pp | 35.66%-20.7pp |
| Employer contribution / active EE | $1,784 | $3,717-52.0% | $4,933-63.8% | $2,757-35.3% |
| Participant deferral / active EE | $6,641 | $6,651-0.2% | $8,066-17.7% | $4,299+54.5% |
| Admin fee / account holder | $212 | $7,951-97.3% | $12,989-98.4% | $6,924-96.9% |