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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 | $12,374 | $32,037-61.4% | $69,182-82.1% | $62,881-80.3% |
| Participation rate | 100.0% | 43.4%+56.6pp | 55.1%+44.9pp | 69.3%+30.7pp |
| Annual return | 13.04% | 15.16%-2.1pp | -21.93%+35.0pp | 20.14%-7.1pp |
| Employer contribution / active EE | $2,241 | $679+229.9% | $1,206+85.8% | $2,281-1.8% |
| Participant deferral / active EE | $857 | $1,185-27.7% | $1,897-54.8% | $3,203-73.2% |
| Admin fee / account holder | $0 | $2,608-100.0% | $2,697-100.0% | $4,296-100.0% |