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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 | $65,922 | $72,269-8.8% | $101,271-34.9% | $79,852-17.4% |
| Participation rate | 90.3% | 68.5%+21.9pp | 75.8%+14.5pp | 69.6%+20.7pp |
| Annual return | 13.35% | 22.29%-8.9pp | 46.48%-33.1pp | 31.72%-18.4pp |
| Employer contribution / active EE | $1,928 | $2,692-28.4% | $3,660-47.3% | $2,471-22.0% |
| Participant deferral / active EE | $3,708 | $3,282+13.0% | $4,371-15.2% | $3,740-0.9% |
| Admin fee / account holder | $16 | $4,401-99.6% | $5,948-99.7% | $5,306-99.7% |