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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 | $23,462 | $74,535-68.5% | $100,712-76.7% | $82,637-71.6% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 18.29% | 18.92%-0.6pp | 33.27%-15.0pp | 53.51%-35.2pp |
| Employer contribution / active EE | $1,983 | $1,503+32.0% | $2,313-14.2% | $2,552-22.3% |
| Participant deferral / active EE | $5,067 | $3,074+64.8% | $4,085+24.0% | $4,126+22.8% |
| Admin fee / account holder | $196 | $6,576-97.0% | $9,256-97.9% | $7,339-97.3% |