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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 | $26,526 | $101,618-73.9% | $93,063-71.5% | $137,256-80.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 16.71% | 223.95%-207.2pp | 34.15%-17.4pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,728 | $2,707-36.2% | $2,476-30.2% | $4,156-58.4% |
| Participant deferral / active EE | $4,917 | $4,279+14.9% | $3,958+24.2% | $6,407-23.3% |
| Admin fee / account holder | $215 | $6,198-96.5% | $6,033-96.4% | $12,270-98.2% |