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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 | $24,348 | $124,425-80.4% | $112,040-78.3% | $137,256-82.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 19.67% | 24.72%-5.0pp | 24.52%-4.8pp | 220.34%-200.7pp |
| Employer contribution / active EE | $2,850 | $3,411-16.5% | $2,954-3.5% | $4,156-31.4% |
| Participant deferral / active EE | $3,200 | $5,718-44.0% | $5,098-37.2% | $6,407-50.1% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |