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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 | $40,896 | $52,306-21.8% | $69,779-41.4% | $62,881-35.0% |
| Participation rate | 96.3% | 67.2%+29.1pp | 71.8%+24.5pp | 69.3%+27.0pp |
| Annual return | 5.24% | 13.35%-8.1pp | 12.99%-7.7pp | 20.14%-14.9pp |
| Employer contribution / active EE | $4,630 | $1,799+157.3% | $2,338+98.0% | $2,281+103.0% |
| Participant deferral / active EE | $0 | $2,395-100.0% | $2,931-100.0% | $3,203-100.0% |
| Admin fee / account holder | $256 | $3,691-93.1% | $4,381-94.2% | $4,296-94.0% |