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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 | $46,407 | $107,666-56.9% | $102,184-54.6% | $154,746-70.0% |
| Participation rate | 83.3% | 83.7%-0.4pp | 82.6%+0.7pp | 80.7%+2.6pp |
| Annual return | 12.06% | 29.33%-17.3pp | 31.58%-19.5pp | 172.34%-160.3pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,512 | $8,719-13.8% | $8,309-9.6% | $6,730+11.6% |
| Admin fee / account holder | $25 | $12,943-99.8% | $11,609-99.8% | $14,365-99.8% |