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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 | $19,064 | $54,757-65.2% | $90,300-78.9% | $72,983-73.9% |
| Participation rate | 80.8% | 65.1%+15.6pp | 73.3%+7.5pp | 69.5%+11.3pp |
| Annual return | 31.48% | 30.63%+0.9pp | 78.11%-46.6pp | 81.01%-49.5pp |
| Employer contribution / active EE | $1,796 | $2,092-14.2% | $2,854-37.1% | $2,440-26.4% |
| Participant deferral / active EE | $3,114 | $2,887+7.9% | $3,884-19.8% | $3,608-13.7% |
| Admin fee / account holder | $17 | $3,972-99.6% | $5,353-99.7% | $5,124-99.7% |