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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 | $56,834 | $106,524-46.6% | $152,301-62.7% | $87,485-35.0% |
| Participation rate | 74.1% | 75.8%-1.7pp | 82.4%-8.4pp | 68.9%+5.1pp |
| Annual return | 20.70% | 26.89%-6.2pp | 80.50%-59.8pp | 26.06%-5.4pp |
| Employer contribution / active EE | $1,890 | $3,371-43.9% | $4,624-59.1% | $2,596-27.2% |
| Participant deferral / active EE | $5,043 | $6,525-22.7% | $8,004-37.0% | $4,274+18.0% |
| Admin fee / account holder | $117 | $8,287-98.6% | $14,398-99.2% | $7,775-98.5% |