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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 | $16,307 | $57,073-71.4% | $85,126-80.8% | $80,925-79.8% |
| Participation rate | 84.8% | 56.4%+28.4pp | 67.5%+17.3pp | 67.7%+17.2pp |
| Annual return | 12.98% | 21.69%-8.7pp | 66.63%-53.6pp | 35.65%-22.7pp |
| Employer contribution / active EE | $1,072 | $1,801-40.5% | $2,731-60.8% | $2,756-61.1% |
| Participant deferral / active EE | $1,310 | $3,113-57.9% | $4,523-71.0% | $4,299-69.5% |
| Admin fee / account holder | $199 | $4,988-96.0% | $6,160-96.8% | $6,940-97.1% |