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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 | $32,202 | $153,311-79.0% | $109,313-70.5% | $273,972-88.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 9.55% | 29.86%-20.3pp | 22.07%-12.5pp | 41.46%-31.9pp |
| Employer contribution / active EE | $11,250 | $5,619+100.2% | $3,892+189.0% | $4,869+131.1% |
| Participant deferral / active EE | $5,791 | $3,932+47.3% | $3,166+82.9% | $5,287+9.5% |
| Admin fee / account holder | $172 | $8,076-97.9% | $5,666-97.0% | $10,133-98.3% |