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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 | $41,731 | $136,307-69.4% | $106,619-60.9% | $273,972-84.8% |
| Participation rate | 92.3% | 84.8%+7.5pp | 78.0%+14.3pp | 83.0%+9.3pp |
| Annual return | 9.85% | 11.05%-1.2pp | 9.42%+0.4pp | 41.46%-31.6pp |
| Employer contribution / active EE | $0 | $5,190-100.0% | $3,947-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $60 | $8,625-99.3% | $6,418-99.1% | $10,133-99.4% |