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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 | $71,590 | $72,492-1.2% | $87,104-17.8% | $72,975-1.9% |
| Participation rate | 89.7% | 72.8%+16.9pp | 76.9%+12.9pp | 69.5%+20.3pp |
| Annual return | 26.70% | 24.46%+2.2pp | 28.19%-1.5pp | 81.01%-54.3pp |
| Employer contribution / active EE | $2,339 | $1,894+23.5% | $2,521-7.2% | $2,440-4.1% |
| Participant deferral / active EE | $5,056 | $3,270+54.6% | $4,048+24.9% | $3,608+40.1% |
| Admin fee / account holder | $286 | $5,055-94.3% | $7,491-96.2% | $5,124-94.4% |