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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 | $79,860 | $91,559-12.8% | $133,978-40.4% | $79,8560% |
| Participation rate | 94.4% | 73.3%+21.1pp | 79.8%+14.6pp | 69.6%+24.8pp |
| Annual return | 17.07% | 61.85%-44.8pp | 45.10%-28.0pp | 31.71%-14.6pp |
| Employer contribution / active EE | $3,301 | $2,384+38.5% | $3,919-15.8% | $2,471+33.6% |
| Participant deferral / active EE | $4,015 | $3,734+7.5% | $5,047-20.4% | $3,741+7.3% |
| Admin fee / account holder | $213 | $6,321-96.6% | $8,930-97.6% | $5,306-96.0% |