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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 | $16,409 | $57,057-71.2% | $85,009-80.7% | $80,874-79.7% |
| Participation rate | 77.8% | 56.4%+21.4pp | 67.5%+10.3pp | 67.6%+10.1pp |
| Annual return | 10.79% | 21.66%-10.9pp | 66.47%-55.7pp | 35.62%-24.8pp |
| Employer contribution / active EE | $913 | $1,799-49.2% | $2,728-66.5% | $2,756-66.9% |
| Participant deferral / active EE | $1,257 | $3,112-59.6% | $4,522-72.2% | $4,297-70.8% |
| Admin fee / account holder | $143 | $4,986-97.1% | $6,153-97.7% | $6,935-97.9% |