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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 | $28,862 | $106,749-73.0% | $145,433-80.2% | $82,448-65.0% |
| Participation rate | 96.4% | 75.6%+20.8pp | 82.1%+14.3pp | 68.1%+28.4pp |
| Annual return | 20.31% | 27.59%-7.3pp | 66.58%-46.3pp | 41.64%-21.3pp |
| Employer contribution / active EE | $2,081 | $3,444-39.6% | $4,554-54.3% | $2,551-18.4% |
| Participant deferral / active EE | $4,474 | $6,519-31.4% | $7,897-43.3% | $4,139+8.1% |
| Admin fee / account holder | $129 | $8,390-98.5% | $13,129-99.0% | $7,234-98.2% |