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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 | $21,345 | $88,996-76.0% | $78,004-72.6% | $138,895-84.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 23.53% | 28.03%-4.5pp | 31.07%-7.5pp | 145.39%-121.9pp |
| Employer contribution / active EE | $1,363 | $2,917-53.3% | $2,469-44.8% | $4,194-67.5% |
| Participant deferral / active EE | $5,814 | $4,724+23.1% | $4,092+42.1% | $6,396-9.1% |
| Admin fee / account holder | $75 | $8,807-99.1% | $7,578-99.0% | $12,562-99.4% |