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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 | $24,196 | $53,128-54.5% | $86,582-72.1% | $70,126-65.5% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 29.57% | 27.66%+1.9pp | 965.08%-935.5pp | 73.15%-43.6pp |
| Employer contribution / active EE | $1,475 | $2,068-28.7% | $2,839-48.1% | $2,343-37.1% |
| Participant deferral / active EE | $4,081 | $2,695+51.4% | $3,609+13.1% | $3,332+22.5% |
| Admin fee / account holder | $272 | $3,584-92.4% | $4,904-94.5% | $4,645-94.1% |