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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 | $84,403 | $112,729-25.1% | $98,716-14.5% | $137,256-38.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 18.13% | 38.48%-20.3pp | 31.81%-13.7pp | 220.34%-202.2pp |
| Employer contribution / active EE | $1,544 | $2,725-43.3% | $2,279-32.2% | $4,156-62.8% |
| Participant deferral / active EE | $1,544 | $4,640-66.7% | $4,048-61.9% | $6,407-75.9% |
| Admin fee / account holder | $84 | $10,129-99.2% | $8,703-99.0% | $12,270-99.3% |