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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 | $90,431 | $136,860-33.9% | $120,344-24.9% | $154,746-41.6% |
| Participation rate | 95.2% | 79.9%+15.4pp | 76.7%+18.5pp | 80.7%+14.5pp |
| Annual return | 15.46% | 21.38%-5.9pp | 20.30%-4.8pp | 172.34%-156.9pp |
| Employer contribution / active EE | $1,642 | $3,533-53.5% | $3,020-45.6% | $4,379-62.5% |
| Participant deferral / active EE | $3,294 | $5,793-43.1% | $5,135-35.9% | $6,730-51.1% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,742-100.0% | $14,365-100.0% |