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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 | $22,746 | $124,980-81.8% | $108,359-79.0% | $154,746-85.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 10.91% | 45.00%-34.1pp | 36.89%-26.0pp | 172.34%-161.4pp |
| Employer contribution / active EE | $2,118 | $2,851-25.7% | $2,399-11.7% | $4,379-51.6% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $205 | $11,502-98.2% | $9,741-97.9% | $14,365-98.6% |