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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 | $50,247 | $101,778-50.6% | $164,975-69.5% | $80,925-37.9% |
| Participation rate | 98.5% | 71.8%+26.7pp | 78.6%+19.9pp | 67.7%+30.9pp |
| Annual return | 24.72% | 16.73%+8.0pp | 70.12%-45.4pp | 35.65%-10.9pp |
| Employer contribution / active EE | $1,426 | $2,954-51.7% | $4,343-67.2% | $2,756-48.3% |
| Participant deferral / active EE | $3,020 | $4,477-32.5% | $6,033-49.9% | $4,299-29.7% |
| Admin fee / account holder | $284 | $8,221-96.5% | $12,688-97.8% | $6,940-95.9% |