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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 | $46,209 | $153,311-69.9% | $109,313-57.7% | $273,972-83.1% |
| Participation rate | 81.8% | 80.1%+1.7pp | 71.3%+10.6pp | 83.0%-1.2pp |
| Annual return | 12.10% | 29.86%-17.8pp | 22.07%-10.0pp | 41.46%-29.4pp |
| Employer contribution / active EE | $947 | $5,619-83.1% | $3,892-75.7% | $4,869-80.5% |
| Participant deferral / active EE | $7,898 | $3,932+100.8% | $3,166+149.4% | $5,287+49.4% |
| Admin fee / account holder | $241 | $8,076-97.0% | $5,666-95.8% | $10,133-97.6% |