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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 | $49,586 | $100,811-50.8% | $86,698-42.8% | $134,545-63.1% |
| Participation rate | 76.9% | 79.0%-2.0pp | 76.6%+0.3pp | 81.2%-4.3pp |
| Annual return | 5.73% | 29.11%-23.4pp | 35.96%-30.2pp | 418.37%-412.6pp |
| Employer contribution / active EE | $1,575 | $3,490-54.9% | $2,837-44.5% | $4,742-66.8% |
| Participant deferral / active EE | $2,771 | $5,339-48.1% | $4,656-40.5% | $6,401-56.7% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,492-100.0% | $11,431-100.0% |