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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 | $26,842 | $100,970-73.4% | $96,576-72.2% | $137,256-80.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 17.02% | 38.16%-21.1pp | 38.47%-21.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,440 | $3,809-62.2% | $3,553-59.5% | $4,156-65.4% |
| Participant deferral / active EE | $9,000 | $8,286+8.6% | $7,956+13.1% | $6,407+40.5% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |