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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 | $42,519 | $110,410-61.5% | $102,437-58.5% | $145,897-70.9% |
| Participation rate | 86.4% | 77.9%+8.4pp | 74.5%+11.9pp | 80.3%+6.1pp |
| Annual return | 13.99% | 24.85%-10.9pp | 24.95%-11.0pp | 552.29%-538.3pp |
| Employer contribution / active EE | $1,591 | $4,217-62.3% | $3,871-58.9% | $4,663-65.9% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $80 | $9,745-99.2% | $8,388-99.1% | $13,390-99.4% |