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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 | $17,980 | $76,407-76.5% | $150,298-88.0% | $82,448-78.2% |
| Participation rate | 72.0% | 66.4%+5.6pp | 77.8%-5.8pp | 68.1%+3.9pp |
| Annual return | 19.49% | 39.99%-20.5pp | 62.79%-43.3pp | 41.64%-22.2pp |
| Employer contribution / active EE | $579 | $2,614-77.8% | $4,154-86.1% | $2,551-77.3% |
| Participant deferral / active EE | $2,310 | $3,214-28.1% | $5,453-57.6% | $4,139-44.2% |
| Admin fee / account holder | $2 | $6,352-100.0% | $14,116-100.0% | $7,234-100.0% |