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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 | $35,078 | $153,311-77.1% | $109,313-67.9% | $273,972-87.2% |
| Participation rate | 84.2% | 80.1%+4.1pp | 71.3%+12.9pp | 83.0%+1.2pp |
| Annual return | 0.00% | 29.86%-29.9pp | 22.07%-22.1pp | 41.46%-41.5pp |
| Employer contribution / active EE | $11,810 | $5,619+110.2% | $3,892+203.4% | $4,869+142.6% |
| Participant deferral / active EE | $10,394 | $3,932+164.3% | $3,166+228.3% | $5,287+96.6% |
| Admin fee / account holder | $31 | $8,076-99.6% | $5,666-99.4% | $10,133-99.7% |