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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 | $55,351 | $153,769-64.0% | $133,975-58.7% | $273,972-79.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.66% | 36.51%-26.8pp | 29.29%-19.6pp | 41.46%-31.8pp |
| Employer contribution / active EE | $1,866 | $6,029-69.1% | $5,211-64.2% | $4,869-61.7% |
| Participant deferral / active EE | $8,736 | $6,958+25.6% | $6,282+39.1% | $5,287+65.2% |
| Admin fee / account holder | $17 | $11,765-99.9% | $9,324-99.8% | $10,133-99.8% |