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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 | $123,155-81.5% | $108,753-79.1% | $155,188-85.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 10.91% | 44.73%-33.8pp | 37.47%-26.6pp | 148.84%-137.9pp |
| Employer contribution / active EE | $2,118 | $2,811-24.7% | $2,427-12.7% | $4,248-50.1% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $205 | $12,126-98.3% | $10,320-98.0% | $14,480-98.6% |