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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 | $16,193 | $154,228-89.5% | $145,433-88.9% | $137,256-88.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 25.67% | 74.59%-48.9pp | 66.58%-40.9pp | 220.34%-194.7pp |
| Employer contribution / active EE | $2,103 | $4,804-56.2% | $4,554-53.8% | $4,156-49.4% |
| Participant deferral / active EE | $3,464 | $8,216-57.8% | $7,897-56.1% | $6,407-45.9% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |