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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 | $39,049 | $88,707-56.0% | $74,184-47.4% | $273,972-85.7% |
| Participation rate | 90.0% | 79.4%+10.6pp | 76.6%+13.4pp | 83.0%+7.0pp |
| Annual return | 6.70% | 11.94%-5.2pp | 17.74%-11.0pp | 41.46%-34.8pp |
| Employer contribution / active EE | $2,201 | $3,159-30.3% | $2,370-7.1% | $4,869-54.8% |
| Participant deferral / active EE | $6,722 | $4,212+59.6% | $3,550+89.4% | $5,287+27.1% |
| Admin fee / account holder | $28 | $8,717-99.7% | $5,586-99.5% | $10,133-99.7% |