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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 | $112,221 | $138,312-18.9% | $122,979-8.7% | $155,188-27.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 11.52% | 22.06%-10.5pp | 20.12%-8.6pp | 148.84%-137.3pp |
| Employer contribution / active EE | $2,252 | $3,530-36.2% | $3,062-26.4% | $4,248-47.0% |
| Participant deferral / active EE | $0 | $5,592-100.0% | $5,003-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $15,089-100.0% | $12,864-100.0% | $14,480-100.0% |