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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 | $99,832 | $138,312-27.8% | $122,979-18.8% | $155,188-35.7% |
| Participation rate | 71.4% | 80.2%-8.8pp | 77.2%-5.8pp | 80.8%-9.4pp |
| Annual return | 16.60% | 22.06%-5.5pp | 20.12%-3.5pp | 148.84%-132.2pp |
| Employer contribution / active EE | $1,745 | $3,530-50.6% | $3,062-43.0% | $4,248-58.9% |
| Participant deferral / active EE | $4,417 | $5,592-21.0% | $5,003-11.7% | $6,531-32.4% |
| Admin fee / account holder | $0 | $15,089-100.0% | $12,864-100.0% | $14,480-100.0% |