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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 | $8,416 | $75,541-88.9% | $152,093-94.5% | $82,637-89.8% |
| Participation rate | 78.8% | 66.5%+12.2pp | 77.8%+1.0pp | 68.1%+10.7pp |
| Annual return | 19.02% | 32.56%-13.5pp | 66.36%-47.3pp | 53.51%-34.5pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,046 | $3,206-5.0% | $5,451-44.1% | $4,126-26.2% |
| Admin fee / account holder | $128 | $6,405-98.0% | $14,497-99.1% | $7,339-98.3% |