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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 | $38,267 | $106,864-64.2% | $147,318-74.0% | $82,637-53.7% |
| Participation rate | 77.2% | 75.5%+1.7pp | 82.1%-4.9pp | 68.1%+9.1pp |
| Annual return | 22.25% | 27.49%-5.2pp | 70.43%-48.2pp | 53.51%-31.3pp |
| Employer contribution / active EE | $2,509 | $3,417-26.6% | $4,593-45.4% | $2,552-1.7% |
| Participant deferral / active EE | $4,938 | $6,496-24.0% | $7,906-37.5% | $4,126+19.7% |
| Admin fee / account holder | $133 | $8,415-98.4% | $13,708-99.0% | $7,339-98.2% |