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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 | $59,719 | $72,486-17.6% | $87,103-31.4% | $72,976-18.2% |
| Participation rate | 92.3% | 72.8%+19.5pp | 76.9%+15.4pp | 69.5%+22.8pp |
| Annual return | 27.20% | 24.46%+2.7pp | 28.19%-1.0pp | 81.02%-53.8pp |
| Employer contribution / active EE | $5,300 | $1,894+179.8% | $2,521+110.2% | $2,440+117.2% |
| Participant deferral / active EE | $4,336 | $3,270+32.6% | $4,049+7.1% | $3,608+20.2% |
| Admin fee / account holder | $205 | $5,055-95.9% | $7,491-97.3% | $5,124-96.0% |