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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 | $22,887 | $124,330-81.6% | $109,173-79.0% | $167,536-86.3% |
| Participation rate | 73.7% | 79.5%-5.8pp | 75.9%-2.2pp | 82.1%-8.4pp |
| Annual return | 14.91% | 26.04%-11.1pp | 25.75%-10.8pp | 478.82%-463.9pp |
| Employer contribution / active EE | $1,848 | $4,209-56.1% | $3,723-50.4% | $4,839-61.8% |
| Participant deferral / active EE | $2,601 | $5,256-50.5% | $4,654-44.1% | $6,342-59.0% |
| Admin fee / account holder | $59 | $7,974-99.3% | $6,755-99.1% | $12,315-99.5% |