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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 | $69,999 | $41,377+69.2% | $109,313-36.0% | $62,881+11.3% |
| Participation rate | 84.0% | 57.5%+26.5pp | 71.3%+12.7pp | 69.3%+14.7pp |
| Annual return | 8.36% | 11.05%-2.7pp | 22.07%-13.7pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,042 | $1,276-18.4% | $3,892-73.2% | $2,281-54.3% |
| Participant deferral / active EE | $2,197 | $2,045+7.4% | $3,166-30.6% | $3,203-31.4% |
| Admin fee / account holder | $92 | $2,884-96.8% | $5,666-98.4% | $4,296-97.9% |