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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 | $27,262 | $98,240-72.2% | $82,312-66.9% | $147,586-81.5% |
| Participation rate | 71.4% | 79.7%-8.3pp | 76.9%-5.5pp | 82.8%-11.4pp |
| Annual return | 14.42% | 30.85%-16.4pp | 25.88%-11.5pp | 578.59%-564.2pp |
| Employer contribution / active EE | $1,141 | $3,192-64.2% | $2,428-53.0% | $4,876-76.6% |
| Participant deferral / active EE | $1,900 | $4,383-56.6% | $3,706-48.7% | $5,439-65.1% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |