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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 | $7,718 | $51,207-84.9% | $70,565-89.1% | $75,177-89.7% |
| Participation rate | 94.6% | 61.0%+33.6pp | 68.4%+26.2pp | 67.2%+27.4pp |
| Annual return | 27.50% | 30.05%-2.6pp | 32.79%-5.3pp | 160.75%-133.3pp |
| Employer contribution / active EE | $1,562 | $1,826-14.5% | $2,976-47.5% | $2,671-41.5% |
| Participant deferral / active EE | $2,177 | $2,850-23.6% | $4,568-52.3% | $4,126-47.2% |
| Admin fee / account holder | $265 | $4,097-93.5% | $6,430-95.9% | $5,651-95.3% |