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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 | $20,168 | $54,757-63.2% | $90,300-77.7% | $72,983-72.4% |
| Participation rate | 71.1% | 65.1%+5.9pp | 73.3%-2.2pp | 69.5%+1.6pp |
| Annual return | 25.76% | 30.63%-4.9pp | 78.11%-52.4pp | 81.01%-55.2pp |
| Employer contribution / active EE | $1,656 | $2,092-20.9% | $2,854-42.0% | $2,440-32.1% |
| Participant deferral / active EE | $3,880 | $2,887+34.4% | $3,884-0.1% | $3,608+7.5% |
| Admin fee / account holder | $0 | $3,972-100.0% | $5,353-100.0% | $5,124-100.0% |