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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 | $50,512 | $76,551-34.0% | $123,894-59.2% | $62,881-19.7% |
| Participation rate | 86.7% | 73.0%+13.7pp | 81.4%+5.3pp | 69.3%+17.4pp |
| Annual return | 7.20% | 18.68%-11.5pp | 47.52%-40.3pp | 20.14%-12.9pp |
| Employer contribution / active EE | $2,538 | $2,882-12.0% | $4,617-45.0% | $2,281+11.3% |
| Participant deferral / active EE | $3,518 | $4,840-27.3% | $5,984-41.2% | $3,203+9.8% |
| Admin fee / account holder | $197 | $4,826-95.9% | $8,357-97.6% | $4,296-95.4% |