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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 | $19,402 | $68,852-71.8% | $120,524-83.9% | $80,925-76.0% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.7%+32.3pp |
| Annual return | 10.96% | 23.67%-12.7pp | 107.36%-96.4pp | 35.65%-24.7pp |
| Employer contribution / active EE | $2,062 | $2,063-0.1% | $3,469-40.6% | $2,756-25.2% |
| Participant deferral / active EE | $2,663 | $3,187-16.4% | $4,994-46.7% | $4,299-38.1% |
| Admin fee / account holder | $193 | $5,781-96.7% | $9,440-98.0% | $6,940-97.2% |