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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 | $51,488 | $199,109-74.1% | $173,730-70.4% | $154,746-66.7% |
| Participation rate | 71.4% | 82.8%-11.4pp | 79.6%-8.1pp | 80.7%-9.3pp |
| Annual return | 16.39% | 20.02%-3.6pp | 19.96%-3.6pp | 172.34%-156.0pp |
| Employer contribution / active EE | $1,337 | $5,311-74.8% | $4,577-70.8% | $4,379-69.5% |
| Participant deferral / active EE | $3,263 | $7,113-54.1% | $6,326-48.4% | $6,730-51.5% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |