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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 | $36,100 | $71,197-49.3% | $93,669-61.5% | $80,925-55.4% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 27.79% | 11.27%+16.5pp | 133.59%-105.8pp | 35.65%-7.9pp |
| Employer contribution / active EE | $2,346 | $1,565+49.9% | $2,424-3.2% | $2,756-14.9% |
| Participant deferral / active EE | $9,243 | $4,036+129.0% | $4,416+109.3% | $4,299+115.0% |
| Admin fee / account holder | $0 | $6,959-100.0% | $8,291-100.0% | $6,940-100.0% |