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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 | $70,346 | $126,661-44.5% | $113,397-38.0% | $138,895-49.4% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.5%-1.5pp | 79.9%-4.9pp |
| Annual return | 19.66% | 25.05%-5.4pp | 23.20%-3.5pp | 145.39%-125.7pp |
| Employer contribution / active EE | $2,068 | $3,456-40.2% | $2,977-30.5% | $4,194-50.7% |
| Participant deferral / active EE | $3,814 | $5,693-33.0% | $5,076-24.9% | $6,396-40.4% |
| Admin fee / account holder | $243 | $14,549-98.3% | $11,957-98.0% | $12,562-98.1% |