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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 | $60,169 | $107,666-44.1% | $102,184-41.1% | $154,746-61.1% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 20.71% | 29.33%-8.6pp | 31.58%-10.9pp | 172.34%-151.6pp |
| Employer contribution / active EE | $1,209 | $3,846-68.6% | $3,594-66.3% | $4,379-72.4% |
| Participant deferral / active EE | $7,765 | $8,719-10.9% | $8,309-6.6% | $6,730+15.4% |
| Admin fee / account holder | $146 | $12,943-98.9% | $11,609-98.7% | $14,365-99.0% |