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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 | $36,377 | $100,970-64.0% | $96,576-62.3% | $137,256-73.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 16.93% | 38.16%-21.2pp | 38.47%-21.5pp | 220.34%-203.4pp |
| Employer contribution / active EE | $5,054 | $3,809+32.7% | $3,553+42.2% | $4,156+21.6% |
| Participant deferral / active EE | $5,054 | $8,286-39.0% | $7,956-36.5% | $6,407-21.1% |
| Admin fee / account holder | $168 | $11,312-98.5% | $11,381-98.5% | $12,270-98.6% |