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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 | $77,008 | $86,949-11.4% | $102,460-24.8% | $80,959-4.9% |
| Participation rate | 88.9% | 72.4%+16.5pp | 76.5%+12.4pp | 67.7%+21.2pp |
| Annual return | 11.35% | 18.89%-7.5pp | 29.47%-18.1pp | 35.67%-24.3pp |
| Employer contribution / active EE | $1,373 | $2,370-42.1% | $3,025-54.6% | $2,757-50.2% |
| Participant deferral / active EE | $5,012 | $4,121+21.6% | $5,056-0.9% | $4,300+16.6% |
| Admin fee / account holder | $269 | $8,048-96.7% | $9,460-97.2% | $6,925-96.1% |