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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 | $30,264 | $45,050-32.8% | $63,018-52.0% | $70,126-56.8% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 16.79% | 18.76%-2.0pp | 87.62%-70.8pp | 73.15%-56.4pp |
| Employer contribution / active EE | $2,887 | $2,052+40.7% | $2,761+4.6% | $2,343+23.3% |
| Participant deferral / active EE | $1,218 | $2,466-50.6% | $3,330-63.4% | $3,332-63.4% |
| Admin fee / account holder | $150 | $2,834-94.7% | $3,601-95.8% | $4,645-96.8% |