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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 | $19,665 | $73,787-73.3% | $98,716-80.1% | $82,448-76.1% |
| Participation rate | 70.9% | 61.4%+9.5pp | 69.3%+1.6pp | 68.1%+2.8pp |
| Annual return | 16.00% | 18.57%-2.6pp | 31.81%-15.8pp | 41.64%-25.6pp |
| Employer contribution / active EE | $555 | $1,511-63.3% | $2,279-75.7% | $2,551-78.3% |
| Participant deferral / active EE | $1,716 | $3,081-44.3% | $4,048-57.6% | $4,139-58.5% |
| Admin fee / account holder | $299 | $6,500-95.4% | $8,703-96.6% | $7,234-95.9% |