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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 | $64,699 | $48,076+34.6% | $78,690-17.8% | $62,891+2.9% |
| Participation rate | 97.1% | 65.2%+31.8pp | 73.6%+23.5pp | 69.3%+27.8pp |
| Annual return | 7.31% | 31.35%-24.0pp | 62.18%-54.9pp | 20.14%-12.8pp |
| Employer contribution / active EE | $4,459 | $2,015+121.3% | $2,851+56.4% | $2,281+95.5% |
| Participant deferral / active EE | $3,313 | $2,588+28.0% | $3,517-5.8% | $3,203+3.4% |
| Admin fee / account holder | $255 | $3,207-92.0% | $4,511-94.3% | $4,296-94.1% |