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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 | $19,510 | $101,618-80.8% | $93,063-79.0% | $137,256-85.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 18.45% | 223.95%-205.5pp | 34.15%-15.7pp | 220.34%-201.9pp |
| Employer contribution / active EE | $1,111 | $2,707-59.0% | $2,476-55.1% | $4,156-73.3% |
| Participant deferral / active EE | $1,231 | $4,279-71.2% | $3,958-68.9% | $6,407-80.8% |
| Admin fee / account holder | $254 | $6,198-95.9% | $6,033-95.8% | $12,270-97.9% |