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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 | $21,408 | $77,920-72.5% | $149,723-85.7% | $75,177-71.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.91% | 31.72%-14.8pp | 134.50%-117.6pp | 160.75%-143.8pp |
| Employer contribution / active EE | $1,398 | $3,138-55.5% | $4,821-71.0% | $2,671-47.7% |
| Participant deferral / active EE | $4,082 | $3,411+19.7% | $5,682-28.2% | $4,126-1.1% |
| Admin fee / account holder | $78 | $5,951-98.7% | $13,215-99.4% | $5,651-98.6% |