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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 | $41,721 | $56,287-25.9% | $80,977-48.5% | $62,881-33.7% |
| Participation rate | 81.5% | 68.9%+12.5pp | 75.8%+5.7pp | 69.3%+12.2pp |
| Annual return | 11.91% | 22.13%-10.2pp | 17.11%-5.2pp | 20.14%-8.2pp |
| Employer contribution / active EE | $3,317 | $1,943+70.7% | $3,715-10.7% | $2,281+45.4% |
| Participant deferral / active EE | $4,171 | $4,196-0.6% | $5,696-26.8% | $3,203+30.2% |
| Admin fee / account holder | $8 | $3,742-99.8% | $5,517-99.9% | $4,296-99.8% |