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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 | $46,110 | $91,559-49.6% | $133,971-65.6% | $79,852-42.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 10.97% | 61.85%-50.9pp | 45.09%-34.1pp | 31.72%-20.8pp |
| Employer contribution / active EE | $1,778 | $2,384-25.4% | $3,919-54.6% | $2,471-28.1% |
| Participant deferral / active EE | $2,901 | $3,734-22.3% | $5,047-42.5% | $3,740-22.4% |
| Admin fee / account holder | $121 | $6,321-98.1% | $8,929-98.6% | $5,306-97.7% |