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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 | $34,422 | $81,276-57.6% | $155,574-77.9% | $80,925-57.5% |
| Participation rate | 96.3% | 66.2%+30.0pp | 78.2%+18.1pp | 67.7%+28.6pp |
| Annual return | 10.86% | 33.36%-22.5pp | 64.87%-54.0pp | 35.65%-24.8pp |
| Employer contribution / active EE | $1,717 | $3,103-44.7% | $4,676-63.3% | $2,756-37.7% |
| Participant deferral / active EE | $2,315 | $3,453-33.0% | $5,629-58.9% | $4,299-46.1% |
| Admin fee / account holder | $190 | $7,993-97.6% | $15,914-98.8% | $6,940-97.3% |