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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 | $29,082 | $77,814-62.6% | $158,223-81.6% | $86,983-66.6% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 14.55% | 30.54%-16.0pp | 52.09%-37.5pp | 25.83%-11.3pp |
| Employer contribution / active EE | $1,451 | $2,592-44.0% | $4,109-64.7% | $2,584-43.9% |
| Participant deferral / active EE | $3,981 | $3,270+21.7% | $5,467-27.2% | $4,194-5.1% |
| Admin fee / account holder | $149 | $5,879-97.5% | $16,047-99.1% | $7,856-98.1% |