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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 | $136,860-27.1% | $120,344-17.0% | $154,746-35.5% |
| Participation rate | 71.4% | 79.9%-8.5pp | 76.7%-5.3pp | 80.7%-9.3pp |
| Annual return | 16.60% | 21.38%-4.8pp | 20.30%-3.7pp | 172.34%-155.7pp |
| Employer contribution / active EE | $1,745 | $3,533-50.6% | $3,020-42.2% | $4,379-60.1% |
| Participant deferral / active EE | $4,417 | $5,793-23.8% | $5,135-14.0% | $6,730-34.4% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,742-100.0% | $14,365-100.0% |