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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 | $44,873 | $102,609-56.3% | $98,090-54.3% | $138,895-67.7% |
| Participation rate | 90.0% | 82.8%+7.2pp | 81.5%+8.5pp | 79.9%+10.1pp |
| Annual return | 22.91% | 36.44%-13.5pp | 37.05%-14.1pp | 145.39%-122.5pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $10,054 | $8,167+23.1% | $7,845+28.2% | $6,396+57.2% |
| Admin fee / account holder | $159 | $11,434-98.6% | $11,815-98.7% | $12,562-98.7% |