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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 | $58,378 | $181,896-67.9% | $156,551-62.7% | $273,972-78.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.23% | 30.74%-21.5pp | 32.23%-23.0pp | 41.46%-32.2pp |
| Employer contribution / active EE | $9,016 | $6,248+44.3% | $5,501+63.9% | $4,869+85.2% |
| Participant deferral / active EE | $6,642 | $5,550+19.7% | $4,871+36.3% | $5,287+25.6% |
| Admin fee / account holder | $2 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |