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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 | $70,395 | $135,956-48.2% | $123,894-43.2% | $273,972-74.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.62% | 56.63%-48.0pp | 47.52%-38.9pp | 41.46%-32.8pp |
| Employer contribution / active EE | $5,924 | $5,170+14.6% | $4,617+28.3% | $4,869+21.7% |
| Participant deferral / active EE | $4,892 | $6,343-22.9% | $5,984-18.2% | $5,287-7.5% |
| Admin fee / account holder | $23 | $9,817-99.8% | $8,357-99.7% | $10,133-99.8% |