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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 | $46,062 | $86,938-47.0% | $102,423-55.0% | $80,925-43.1% |
| Participation rate | 72.9% | 72.4%+0.5pp | 76.5%-3.6pp | 67.7%+5.2pp |
| Annual return | 16.67% | 18.89%-2.2pp | 29.42%-12.8pp | 35.65%-19.0pp |
| Employer contribution / active EE | $2,212 | $2,369-6.6% | $3,023-26.8% | $2,756-19.7% |
| Participant deferral / active EE | $4,238 | $4,120+2.9% | $5,054-16.1% | $4,299-1.4% |
| Admin fee / account holder | $240 | $8,053-97.0% | $9,455-97.5% | $6,940-96.5% |