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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 | $77,088 | $107,809-28.5% | $97,032-20.6% | $155,188-50.3% |
| Participation rate | 75.0% | 75.5%-0.5pp | 71.6%+3.4pp | 80.8%-5.8pp |
| Annual return | 15.48% | 38.06%-22.6pp | 35.38%-19.9pp | 148.84%-133.4pp |
| Employer contribution / active EE | $1,394 | $2,911-52.1% | $2,629-47.0% | $4,248-67.2% |
| Participant deferral / active EE | $4,781 | $5,129-6.8% | $4,672+2.3% | $6,531-26.8% |
| Admin fee / account holder | $0 | $10,717-100.0% | $9,418-100.0% | $14,480-100.0% |