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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 | $19,642 | $81,262-75.8% | $155,602-87.4% | $80,911-75.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.53% | 33.34%-21.8pp | 64.81%-53.3pp | 35.63%-24.1pp |
| Employer contribution / active EE | $1,173 | $3,102-62.2% | $4,675-74.9% | $2,756-57.4% |
| Participant deferral / active EE | $1,720 | $3,451-50.2% | $5,629-69.4% | $4,297-60.0% |
| Admin fee / account holder | $201 | $7,992-97.5% | $15,923-98.7% | $6,935-97.1% |