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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 | $44,138 | $85,060-48.1% | $70,548-37.4% | $139,456-68.3% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 15.71% | 30.38%-14.7pp | 32.78%-17.1pp | 373.45%-357.7pp |
| Employer contribution / active EE | $903 | $3,911-76.9% | $2,975-69.6% | $4,753-81.0% |
| Participant deferral / active EE | $3,822 | $5,890-35.1% | $4,567-16.3% | $6,711-43.0% |
| Admin fee / account holder | $108 | $8,925-98.8% | $6,424-98.3% | $11,407-99.1% |