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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 | $70,586 | $162,812-56.6% | $133,971-47.3% | $158,966-55.6% |
| Participation rate | 90.0% | 83.2%+6.8pp | 79.8%+10.2pp | 82.0%+8.0pp |
| Annual return | 24.10% | 41.94%-17.8pp | 45.09%-21.0pp | 302.95%-278.8pp |
| Employer contribution / active EE | $1,213 | $4,976-75.6% | $3,919-69.1% | $4,762-74.5% |
| Participant deferral / active EE | $3,187 | $5,910-46.1% | $5,047-36.8% | $5,983-46.7% |
| Admin fee / account holder | $8 | $11,741-99.9% | $8,929-99.9% | $11,250-99.9% |