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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 | $56,517 | $79,955-29.3% | $98,461-42.6% | $75,173-24.8% |
| Participation rate | 71.2% | 70.4%+0.8pp | 75.2%-4.0pp | 67.2%+4.0pp |
| Annual return | 14.22% | 19.75%-5.5pp | 21.17%-7.0pp | 160.72%-146.5pp |
| Employer contribution / active EE | $1,347 | $2,264-40.5% | $3,049-55.8% | $2,671-49.6% |
| Participant deferral / active EE | $2,628 | $3,752-30.0% | $4,738-44.5% | $4,126-36.3% |
| Admin fee / account holder | $26 | $6,841-99.6% | $8,961-99.7% | $5,651-99.5% |