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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 | $24,450 | $101,618-75.9% | $93,063-73.7% | $137,256-82.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 23.33% | 223.95%-200.6pp | 34.15%-10.8pp | 220.34%-197.0pp |
| Employer contribution / active EE | $1,737 | $2,707-35.9% | $2,476-29.9% | $4,156-58.2% |
| Participant deferral / active EE | $3,685 | $4,279-13.9% | $3,958-6.9% | $6,407-42.5% |
| Admin fee / account holder | $2 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |