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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 | $13,575 | $37,446-63.7% | $77,513-82.5% | $79,852-83.0% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.6%+30.4pp |
| Annual return | 17.96% | 39.76%-21.8pp | 54.81%-36.8pp | 31.72%-13.8pp |
| Employer contribution / active EE | $3,954 | $637+520.5% | $987+300.7% | $2,471+60.0% |
| Participant deferral / active EE | $1,805 | $1,261+43.2% | $1,861-3.0% | $3,740-51.7% |
| Admin fee / account holder | $180 | $2,506-92.8% | $2,859-93.7% | $5,306-96.6% |