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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 | $43,519 | $105,929-58.9% | $81,716-46.7% | $158,966-72.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 15.56% | 38.19%-22.6pp | 29.49%-13.9pp | 302.95%-287.4pp |
| Employer contribution / active EE | $1,869 | $7,802-76.0% | $4,310-56.6% | $4,762-60.8% |
| Participant deferral / active EE | $5,777 | $13,007-55.6% | $7,108-18.7% | $5,983-3.4% |
| Admin fee / account holder | $0 | $8,492-100.0% | $5,159-100.0% | $11,250-100.0% |