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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 | $39,878 | $172,111-76.8% | $150,298-73.5% | $137,256-70.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 20.68% | 69.37%-48.7pp | 62.79%-42.1pp | 220.34%-199.7pp |
| Employer contribution / active EE | $1,385 | $4,636-70.1% | $4,154-66.7% | $4,156-66.7% |
| Participant deferral / active EE | $5,138 | $6,166-16.7% | $5,453-5.8% | $6,407-19.8% |
| Admin fee / account holder | $84 | $16,471-99.5% | $14,116-99.4% | $12,270-99.3% |