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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 | $7,943 | $75,541-89.5% | $152,093-94.8% | $82,637-90.4% |
| Participation rate | 75.9% | 66.5%+9.3pp | 77.8%-1.9pp | 68.1%+7.8pp |
| Annual return | 29.36% | 32.56%-3.2pp | 66.36%-37.0pp | 53.51%-24.1pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,467 | $3,206-23.0% | $5,451-54.7% | $4,126-40.2% |
| Admin fee / account holder | $207 | $6,405-96.8% | $14,497-98.6% | $7,339-97.2% |