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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 | $41,621 | $96,558-56.9% | $80,977-48.6% | $273,972-84.8% |
| Participation rate | 85.7% | 79.1%+6.6pp | 75.8%+9.9pp | 83.0%+2.7pp |
| Annual return | 12.67% | 15.14%-2.5pp | 17.11%-4.4pp | 41.46%-28.8pp |
| Employer contribution / active EE | $2,683 | $4,869-44.9% | $3,715-27.8% | $4,869-44.9% |
| Participant deferral / active EE | $5,737 | $6,598-13.0% | $5,696+0.7% | $5,287+8.5% |
| Admin fee / account holder | $239 | $7,493-96.8% | $5,517-95.7% | $10,133-97.6% |