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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 | $50,167 | $110,212-54.5% | $96,534-48.0% | $139,466-64.0% |
| Participation rate | 85.7% | 78.1%+7.6pp | 76.0%+9.7pp | 80.3%+5.4pp |
| Annual return | 22.56% | 26.42%-3.9pp | 25.88%-3.3pp | 373.66%-351.1pp |
| Employer contribution / active EE | $2,352 | $3,620-35.0% | $2,965-20.7% | $4,754-50.5% |
| Participant deferral / active EE | $11,843 | $5,547+113.5% | $4,851+144.1% | $6,712+76.4% |
| Admin fee / account holder | $178 | $11,599-98.5% | $8,253-97.8% | $11,409-98.4% |