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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 | $58,804 | $81,233-27.6% | $155,567-62.2% | $80,874-27.3% |
| Participation rate | 74.4% | 66.2%+8.1pp | 78.2%-3.8pp | 67.6%+6.7pp |
| Annual return | 12.98% | 33.33%-20.4pp | 64.74%-51.8pp | 35.62%-22.6pp |
| Employer contribution / active EE | $3,551 | $3,101+14.5% | $4,674-24.0% | $2,756+28.9% |
| Participant deferral / active EE | $2,783 | $3,452-19.4% | $5,628-50.5% | $4,297-35.2% |
| Admin fee / account holder | $296 | $7,998-96.3% | $15,916-98.1% | $6,935-95.7% |