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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 | $47,430 | $81,476-41.8% | $102,383-53.7% | $80,925-41.4% |
| Participation rate | 97.6% | 66.8%+30.7pp | 74.5%+23.1pp | 67.7%+29.9pp |
| Annual return | 10.67% | 25.59%-14.9pp | 24.94%-14.3pp | 35.65%-25.0pp |
| Employer contribution / active EE | $2,564 | $3,105-17.4% | $3,870-33.8% | $2,756-7.0% |
| Participant deferral / active EE | $4,539 | $3,871+17.3% | $5,060-10.3% | $4,299+5.6% |
| Admin fee / account holder | $265 | $6,717-96.1% | $8,391-96.8% | $6,940-96.2% |