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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 | $32,287 | $47,848-32.5% | $81,473-60.4% | $70,126-54.0% |
| Participation rate | 78.0% | 58.3%+19.7pp | 68.0%+10.0pp | 69.5%+8.5pp |
| Annual return | 16.88% | 27.25%-10.4pp | 38.78%-21.9pp | 73.15%-56.3pp |
| Employer contribution / active EE | $1,450 | $1,527-5.0% | $2,568-43.5% | $2,343-38.1% |
| Participant deferral / active EE | $2,489 | $2,453+1.5% | $3,537-29.6% | $3,332-25.3% |
| Admin fee / account holder | $35 | $3,145-98.9% | $4,561-99.2% | $4,645-99.2% |