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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 | $38,893 | $73,823-47.3% | $379,746-89.8% | $73,497-47.1% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.4%+21.6pp | 70.7%+29.3pp |
| Annual return | 0.00% | 29.06%-29.1pp | 34.90%-34.9pp | 28.51%-28.5pp |
| Employer contribution / active EE | $3,455 | $2,472+39.8% | $3,540-2.4% | $2,270+52.2% |
| Participant deferral / active EE | $0 | $4,038-100.0% | $6,024-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $607-100.0% | $7,927-100.0% | $513-100.0% |