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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 | $64,910 | $86,919-25.3% | $102,457-36.6% | $80,911-19.8% |
| Participation rate | 97.4% | 72.4%+25.1pp | 76.5%+20.9pp | 67.6%+29.8pp |
| Annual return | 17.06% | 18.90%-1.8pp | 29.41%-12.3pp | 35.63%-18.6pp |
| Employer contribution / active EE | $3,937 | $2,368+66.2% | $3,022+30.3% | $2,756+42.9% |
| Participant deferral / active EE | $7,602 | $4,119+84.6% | $5,054+50.4% | $4,297+76.9% |
| Admin fee / account holder | $256 | $8,049-96.8% | $9,451-97.3% | $6,935-96.3% |