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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 | $16,856 | $87,166-80.7% | $76,735-78.0% | $137,256-87.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 17.61% | 26.50%-8.9pp | 29.77%-12.2pp | 220.34%-202.7pp |
| Employer contribution / active EE | $2,100 | $2,904-27.7% | $2,454-14.4% | $4,156-49.5% |
| Participant deferral / active EE | $2,100 | $4,726-55.6% | $4,088-48.6% | $6,407-67.2% |
| Admin fee / account holder | $84 | $8,403-99.0% | $7,189-98.8% | $12,270-99.3% |