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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 | $61,361 | $77,908-21.2% | $149,696-59.0% | $75,173-18.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 20.80% | 31.73%-10.9pp | 134.46%-113.7pp | 160.72%-139.9pp |
| Employer contribution / active EE | $1,234 | $3,138-60.7% | $4,821-74.4% | $2,671-53.8% |
| Participant deferral / active EE | $2,195 | $3,411-35.7% | $5,682-61.4% | $4,126-46.8% |
| Admin fee / account holder | $139 | $5,950-97.7% | $13,212-98.9% | $5,651-97.5% |