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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 | $18,618 | $83,073-77.6% | $88,457-79.0% | $87,485-78.7% |
| Participation rate | 79.3% | 71.3%+8.0pp | 78.6%+0.7pp | 68.9%+10.4pp |
| Annual return | 32.76% | 15.48%+17.3pp | 32.69%+0.1pp | 26.06%+6.7pp |
| Employer contribution / active EE | $1,210 | $4,044-70.1% | $4,681-74.1% | $2,596-53.4% |
| Participant deferral / active EE | $4,486 | $4,389+2.2% | $5,667-20.8% | $4,274+5.0% |
| Admin fee / account holder | $90 | $7,192-98.8% | $9,606-99.1% | $7,775-98.8% |