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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 | $43,963 | $95,404-53.9% | $113,397-61.2% | $82,637-46.8% |
| Participation rate | 71.4% | 72.8%-1.4pp | 76.5%-5.1pp | 68.1%+3.4pp |
| Annual return | 22.84% | 19.08%+3.8pp | 23.20%-0.4pp | 53.51%-30.7pp |
| Employer contribution / active EE | $2,362 | $2,307+2.4% | $2,977-20.7% | $2,552-7.5% |
| Participant deferral / active EE | $4,466 | $4,220+5.8% | $5,076-12.0% | $4,126+8.2% |
| Admin fee / account holder | $0 | $9,168-100.0% | $11,957-100.0% | $7,339-100.0% |