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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 | $43,795 | $81,358-46.2% | $155,556-71.8% | $80,959-45.9% |
| Participation rate | 82.8% | 66.3%+16.5pp | 78.2%+4.5pp | 67.7%+15.1pp |
| Annual return | 17.33% | 33.39%-16.1pp | 64.84%-47.5pp | 35.67%-18.3pp |
| Employer contribution / active EE | $3,158 | $3,106+1.7% | $4,675-32.5% | $2,757+14.5% |
| Participant deferral / active EE | $4,092 | $3,455+18.4% | $5,631-27.3% | $4,300-4.9% |
| Admin fee / account holder | $253 | $7,994-96.8% | $15,885-98.4% | $6,925-96.3% |