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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 | $41,078 | $49,025-16.2% | $87,502-53.1% | $62,881-34.7% |
| Participation rate | 100.0% | 64.9%+35.1pp | 73.8%+26.2pp | 69.3%+30.7pp |
| Annual return | 16.97% | 10.02%+6.9pp | 12.21%+4.8pp | 20.14%-3.2pp |
| Employer contribution / active EE | $1,703 | $1,372+24.1% | $2,550-33.2% | $2,281-25.4% |
| Participant deferral / active EE | $2,646 | $2,289+15.6% | $3,149-16.0% | $3,203-17.4% |
| Admin fee / account holder | $146 | $4,065-96.4% | $4,221-96.6% | $4,296-96.6% |