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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 | $6,821 | $102,245-93.3% | $89,340-92.4% | $137,256-95.0% |
| Participation rate | 81.8% | 74.9%+6.9pp | 69.6%+12.3pp | 80.0%+1.9pp |
| Annual return | 18.70% | 21.89%-3.2pp | 20.57%-1.9pp | 220.34%-201.6pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,439 | $4,436-67.6% | $3,823-62.4% | $6,407-77.5% |
| Admin fee / account holder | $33 | $8,085-99.6% | $6,704-99.5% | $12,270-99.7% |