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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 | $52,494 | $153,311-65.8% | $109,313-52.0% | $273,972-80.8% |
| Participation rate | 95.8% | 80.1%+15.7pp | 71.3%+24.6pp | 83.0%+12.8pp |
| Annual return | 5.15% | 29.86%-24.7pp | 22.07%-16.9pp | 41.46%-36.3pp |
| Employer contribution / active EE | $2,813 | $5,619-49.9% | $3,892-27.7% | $4,869-42.2% |
| Participant deferral / active EE | $4,102 | $3,932+4.3% | $3,166+29.5% | $5,287-22.4% |
| Admin fee / account holder | $168 | $8,076-97.9% | $5,666-97.0% | $10,133-98.3% |