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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 | $39,326 | $60,349-34.8% | $74,184-47.0% | $62,881-37.5% |
| Participation rate | 92.0% | 72.7%+19.3pp | 76.6%+15.4pp | 69.3%+22.7pp |
| Annual return | 6.82% | 21.38%-14.6pp | 17.74%-10.9pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,971 | $1,680+17.3% | $2,370-16.8% | $2,281-13.6% |
| Participant deferral / active EE | $3,387 | $2,856+18.6% | $3,550-4.6% | $3,203+5.7% |
| Admin fee / account holder | $179 | $4,261-95.8% | $5,586-96.8% | $4,296-95.8% |