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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 | $19,625 | $106,247-81.5% | $96,515-79.7% | $139,466-85.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.94% | 38.47%-18.5pp | 35.73%-15.8pp | 373.66%-353.7pp |
| Employer contribution / active EE | $1,475 | $4,106-64.1% | $3,740-60.6% | $4,754-69.0% |
| Participant deferral / active EE | $3,647 | $5,456-33.1% | $4,880-25.3% | $6,712-45.7% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |