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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 | $23,317 | $101,618-77.1% | $93,063-74.9% | $137,256-83.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 21.26% | 223.95%-202.7pp | 34.15%-12.9pp | 220.34%-199.1pp |
| Employer contribution / active EE | $2,080 | $2,707-23.2% | $2,476-16.0% | $4,156-50.0% |
| Participant deferral / active EE | $3,640 | $4,279-14.9% | $3,958-8.0% | $6,407-43.2% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |