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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 | $93,951 | $107,809-12.9% | $97,032-3.2% | $155,188-39.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 19.10% | 38.06%-19.0pp | 35.38%-16.3pp | 148.84%-129.7pp |
| Employer contribution / active EE | $1,200 | $2,911-58.8% | $2,629-54.4% | $4,248-71.7% |
| Participant deferral / active EE | $7,500 | $5,129+46.2% | $4,672+60.5% | $6,531+14.8% |
| Admin fee / account holder | $0 | $10,717-100.0% | $9,418-100.0% | $14,480-100.0% |