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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 | $50,653 | $88,996-43.1% | $78,004-35.1% | $138,895-63.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 19.46% | 28.03%-8.6pp | 31.07%-11.6pp | 145.39%-125.9pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $14,871 | $4,724+214.8% | $4,092+263.4% | $6,396+132.5% |
| Admin fee / account holder | $176 | $8,807-98.0% | $7,578-97.7% | $12,562-98.6% |