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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 | $53,057 | $153,769-65.5% | $133,975-60.4% | $273,972-80.6% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.1%+2.9pp | 83.0%+7.0pp |
| Annual return | 6.52% | 36.51%-30.0pp | 29.29%-22.8pp | 41.46%-34.9pp |
| Employer contribution / active EE | $1,977 | $6,029-67.2% | $5,211-62.1% | $4,869-59.4% |
| Participant deferral / active EE | $2,472 | $6,958-64.5% | $6,282-60.7% | $5,287-53.3% |
| Admin fee / account holder | $39 | $11,765-99.7% | $9,324-99.6% | $10,133-99.6% |