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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 | $24,164 | $135,956-82.2% | $123,894-80.5% | $273,972-91.2% |
| Participation rate | 95.8% | 84.1%+11.8pp | 81.4%+14.4pp | 83.0%+12.8pp |
| Annual return | 9.36% | 56.63%-47.3pp | 47.52%-38.2pp | 41.46%-32.1pp |
| Employer contribution / active EE | $4,493 | $5,170-13.1% | $4,617-2.7% | $4,869-7.7% |
| Participant deferral / active EE | $5,203 | $6,343-18.0% | $5,984-13.1% | $5,287-1.6% |
| Admin fee / account holder | $209 | $9,817-97.9% | $8,357-97.5% | $10,133-97.9% |