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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 | $30,303 | $107,733-71.9% | $92,985-67.4% | $154,746-80.4% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 21.36% | 30.39%-9.0pp | 27.99%-6.6pp | 172.34%-151.0pp |
| Employer contribution / active EE | $1,803 | $3,126-42.3% | $2,662-32.3% | $4,379-58.8% |
| Participant deferral / active EE | $5,712 | $5,053+13.0% | $4,377+30.5% | $6,730-15.1% |
| Admin fee / account holder | $0 | $11,369-100.0% | $9,463-100.0% | $14,365-100.0% |