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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 | $36,485 | $117,846-69.0% | $102,434-64.4% | $145,884-75.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 33.24% | 31.90%+1.3pp | 29.46%+3.8pp | 551.85%-518.6pp |
| Employer contribution / active EE | $4,685 | $3,615+29.6% | $3,023+55.0% | $4,662+0.5% |
| Participant deferral / active EE | $9,075 | $5,733+58.3% | $5,055+79.5% | $6,690+35.7% |
| Admin fee / account holder | $267 | $13,356-98.0% | $9,462-97.2% | $13,392-98.0% |