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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 | $34,270 | $110,248-68.9% | $95,728-64.2% | $139,456-75.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 27.22% | 27.16%+0.1pp | 28.40%-1.2pp | 373.45%-346.2pp |
| Employer contribution / active EE | $1,775 | $3,258-45.5% | $2,835-37.4% | $4,753-62.7% |
| Participant deferral / active EE | $13,850 | $4,675+196.2% | $4,245+226.3% | $6,711+106.4% |
| Admin fee / account holder | $0 | $6,607-100.0% | $5,673-100.0% | $11,407-100.0% |