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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 | $76,659 | $110,278-30.5% | $95,740-19.9% | $139,466-45.0% |
| Participation rate | 81.8% | 75.7%+6.1pp | 72.3%+9.6pp | 80.3%+1.5pp |
| Annual return | 14.62% | 27.19%-12.6pp | 28.41%-13.8pp | 373.66%-359.0pp |
| Employer contribution / active EE | $485 | $3,260-85.1% | $2,836-82.9% | $4,754-89.8% |
| Participant deferral / active EE | $4,984 | $4,674+6.6% | $4,244+17.4% | $6,712-25.7% |
| Admin fee / account holder | $4 | $6,613-99.9% | $5,676-99.9% | $11,409-100.0% |