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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 | $53,213 | $115,225-53.8% | $100,712-47.2% | $138,895-61.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 13.69% | 40.35%-26.7pp | 33.27%-19.6pp | 145.39%-131.7pp |
| Employer contribution / active EE | $1,004 | $2,771-63.8% | $2,313-56.6% | $4,194-76.1% |
| Participant deferral / active EE | $0 | $4,699-100.0% | $4,085-100.0% | $6,396-100.0% |
| Admin fee / account holder | $6 | $10,844-99.9% | $9,256-99.9% | $12,562-100.0% |