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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 | $61,599 | $153,769-59.9% | $133,975-54.0% | $273,972-77.5% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.1%+2.9pp | 83.0%+7.0pp |
| Annual return | 4.54% | 36.51%-32.0pp | 29.29%-24.8pp | 41.46%-36.9pp |
| Employer contribution / active EE | $1,488 | $6,029-75.3% | $5,211-71.4% | $4,869-69.4% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $83 | $11,765-99.3% | $9,324-99.1% | $10,133-99.2% |