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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 | $18,002 | $90,486-80.1% | $78,676-77.1% | $273,972-93.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.13% | 75.62%-67.5pp | 62.19%-54.1pp | 41.46%-33.3pp |
| Employer contribution / active EE | $853 | $3,175-73.1% | $2,850-70.1% | $4,869-82.5% |
| Participant deferral / active EE | $1,037 | $3,901-73.4% | $3,517-70.5% | $5,287-80.4% |
| Admin fee / account holder | $297 | $5,263-94.4% | $4,510-93.4% | $10,133-97.1% |