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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 | $32,804 | $48,078-31.8% | $78,676-58.3% | $62,881-47.8% |
| Participation rate | 81.8% | 65.2%+16.6pp | 73.6%+8.3pp | 69.3%+12.5pp |
| Annual return | 7.11% | 31.36%-24.2pp | 62.19%-55.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,830 | $2,015-9.2% | $2,850-35.8% | $2,281-19.8% |
| Participant deferral / active EE | $3,410 | $2,587+31.8% | $3,517-3.0% | $3,203+6.5% |
| Admin fee / account holder | $152 | $3,206-95.3% | $4,510-96.6% | $4,296-96.5% |