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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 | $46,807 | $76,551-38.9% | $123,894-62.2% | $62,881-25.6% |
| Participation rate | 84.0% | 73.0%+11.0pp | 81.4%+2.6pp | 69.3%+14.7pp |
| Annual return | 8.50% | 18.68%-10.2pp | 47.52%-39.0pp | 20.14%-11.6pp |
| Employer contribution / active EE | $1,545 | $2,882-46.4% | $4,617-66.5% | $2,281-32.3% |
| Participant deferral / active EE | $5,446 | $4,840+12.5% | $5,984-9.0% | $3,203+70.0% |
| Admin fee / account holder | $287 | $4,826-94.0% | $8,357-96.6% | $4,296-93.3% |