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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 | $12,492 | $102,609-87.8% | $98,090-87.3% | $138,895-91.0% |
| Participation rate | 83.3% | 82.8%+0.6pp | 81.5%+1.8pp | 79.9%+3.4pp |
| Annual return | 27.60% | 36.44%-8.8pp | 37.05%-9.4pp | 145.39%-117.8pp |
| Employer contribution / active EE | $2,143 | $3,867-44.6% | $3,606-40.6% | $4,194-48.9% |
| Participant deferral / active EE | $3,441 | $8,167-57.9% | $7,845-56.1% | $6,396-46.2% |
| Admin fee / account holder | $0 | $11,434-100.0% | $11,815-100.0% | $12,562-100.0% |