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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 | $40,323 | $135,956-70.3% | $123,894-67.5% | $273,972-85.3% |
| Participation rate | 95.2% | 84.1%+11.2pp | 81.4%+13.8pp | 83.0%+12.2pp |
| Annual return | 7.92% | 56.63%-48.7pp | 47.52%-39.6pp | 41.46%-33.5pp |
| Employer contribution / active EE | $6,154 | $5,170+19.0% | $4,617+33.3% | $4,869+26.4% |
| Participant deferral / active EE | $8,266 | $6,343+30.3% | $5,984+38.1% | $5,287+56.3% |
| Admin fee / account holder | $207 | $9,817-97.9% | $8,357-97.5% | $10,133-98.0% |