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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 | $17,838 | $56,544-68.5% | $75,501-76.4% | $70,126-74.6% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | 43.45% | 23.59%+19.9pp | 27.35%+16.1pp | 73.15%-29.7pp |
| Employer contribution / active EE | $3,143 | $1,817+73.0% | $2,352+33.6% | $2,343+34.2% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $99 | $3,827-97.4% | $5,801-98.3% | $4,645-97.9% |