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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 | $46,480 | $136,860-66.0% | $120,344-61.4% | $154,746-70.0% |
| Participation rate | 83.3% | 79.9%+3.4pp | 76.7%+6.6pp | 80.7%+2.6pp |
| Annual return | 10.17% | 21.38%-11.2pp | 20.30%-10.1pp | 172.34%-162.2pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,571 | $5,793-38.4% | $5,135-30.5% | $6,730-46.9% |
| Admin fee / account holder | $205 | $15,393-98.7% | $12,742-98.4% | $14,365-98.6% |