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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 | $131,279 | $212,777-38.3% | $173,703-24.4% | $198,609-33.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 12.82% | 18.82%-6.0pp | 17.46%-4.6pp | 202.70%-189.9pp |
| Employer contribution / active EE | $1,402 | $5,214-73.1% | $4,288-67.3% | $5,055-72.3% |
| Participant deferral / active EE | $10,691 | $5,697+87.7% | $4,854+120.3% | $6,977+53.2% |
| Admin fee / account holder | $23 | $19,536-99.9% | $15,562-99.9% | $19,030-99.9% |