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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 | $48,461 | $135,956-64.4% | $123,894-60.9% | $273,972-82.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.53% | 56.63%-47.1pp | 47.52%-38.0pp | 41.46%-31.9pp |
| Employer contribution / active EE | $2,542 | $5,170-50.8% | $4,617-44.9% | $4,869-47.8% |
| Participant deferral / active EE | $7,905 | $6,343+24.6% | $5,984+32.1% | $5,287+49.5% |
| Admin fee / account holder | $57 | $9,817-99.4% | $8,357-99.3% | $10,133-99.4% |