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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 | $11,347 | $182,442-93.8% | $163,379-93.1% | $138,895-91.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 26.36% | 72.74%-46.4pp | 63.41%-37.0pp | 145.39%-119.0pp |
| Employer contribution / active EE | $700 | $4,159-83.2% | $3,752-81.3% | $4,194-83.3% |
| Participant deferral / active EE | $1,750 | $6,817-74.3% | $6,282-72.1% | $6,396-72.6% |
| Admin fee / account holder | $0 | $10,396-100.0% | $9,818-100.0% | $12,562-100.0% |