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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 | $29,261 | $72,177-59.5% | $115,038-74.6% | $59,633-50.9% |
| Participation rate | 70.7% | 72.6%-1.8pp | 81.4%-10.6pp | 68.7%+2.1pp |
| Annual return | 1.13% | 12.02%-10.9pp | 26.14%-25.0pp | 2041.45%-2040.3pp |
| Employer contribution / active EE | $2,455 | $2,841-13.6% | $4,608-46.7% | $2,203+11.5% |
| Participant deferral / active EE | $5,777 | $4,783+20.8% | $6,026-4.1% | $3,192+81.0% |
| Admin fee / account holder | $172 | $4,927-96.5% | $8,175-97.9% | $4,297-96.0% |