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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 | $27,320 | $78,027-65.0% | $178,528-84.7% | $80,925-66.2% |
| Participation rate | 74.1% | 65.7%+8.4pp | 77.1%-3.0pp | 67.7%+6.4pp |
| Annual return | 14.28% | 18.09%-3.8pp | 27.11%-12.8pp | 35.65%-21.4pp |
| Employer contribution / active EE | $2,197 | $2,281-3.7% | $3,950-44.4% | $2,756-20.3% |
| Participant deferral / active EE | $2,638 | $4,408-40.1% | $6,278-58.0% | $4,299-38.6% |
| Admin fee / account holder | $0 | $7,168-100.0% | $10,419-100.0% | $6,940-100.0% |