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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 | $46,625 | $78,670-40.7% | $109,173-57.3% | $85,847-45.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 12.15% | 25.09%-12.9pp | 25.75%-13.6pp | 318.61%-306.5pp |
| Employer contribution / active EE | $1,139 | $2,734-58.3% | $3,723-69.4% | $2,565-55.6% |
| Participant deferral / active EE | $5,359 | $3,467+54.6% | $4,654+15.2% | $3,952+35.6% |
| Admin fee / account holder | $181 | $5,469-96.7% | $6,755-97.3% | $6,261-97.1% |