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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 | $57,959 | $57,057+1.6% | $85,009-31.8% | $80,874-28.3% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 15.00% | 21.66%-6.7pp | 66.47%-51.5pp | 35.62%-20.6pp |
| Employer contribution / active EE | $5,000 | $1,799+178.0% | $2,728+83.3% | $2,756+81.4% |
| Participant deferral / active EE | $9,728 | $3,112+212.6% | $4,522+115.1% | $4,297+126.4% |
| Admin fee / account holder | $128 | $4,986-97.4% | $6,153-97.9% | $6,935-98.2% |