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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 | $7,459 | $37,446-80.1% | $77,552-90.4% | $79,856-90.7% |
| Participation rate | 80.0% | 41.5%+38.5pp | 54.2%+25.8pp | 69.6%+10.4pp |
| Annual return | 26.95% | 39.76%-12.8pp | 54.82%-27.9pp | 31.71%-4.8pp |
| Employer contribution / active EE | $548 | $637-14.1% | $987-44.5% | $2,471-77.8% |
| Participant deferral / active EE | $2,014 | $1,261+59.8% | $1,861+8.2% | $3,741-46.2% |
| Admin fee / account holder | $12 | $2,506-99.5% | $2,859-99.6% | $5,306-99.8% |