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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 | $45,625 | $96,562-52.8% | $80,976-43.7% | $273,965-83.3% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 9.04% | 15.14%-6.1pp | 17.10%-8.1pp | 41.45%-32.4pp |
| Employer contribution / active EE | $2,865 | $4,868-41.1% | $3,714-22.9% | $4,869-41.1% |
| Participant deferral / active EE | $4,858 | $6,597-26.4% | $5,696-14.7% | $5,287-8.1% |
| Admin fee / account holder | $262 | $7,493-96.5% | $5,516-95.3% | $10,132-97.4% |