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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 | $16,588 | $54,162-69.4% | $68,612-75.8% | $64,173-74.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 27.38% | -1.62%+29.0pp | -4.63%+32.0pp | 7.63%+19.7pp |
| Employer contribution / active EE | $1,413 | $1,846-23.5% | $2,625-46.2% | $2,381-40.7% |
| Participant deferral / active EE | $2,941 | $2,626+12.0% | $3,311-11.2% | $3,470-15.2% |
| Admin fee / account holder | $16 | $4,029-99.6% | $5,131-99.7% | $4,887-99.7% |