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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 | $46,961 | $107,733-56.4% | $92,985-49.5% | $154,746-69.7% |
| Participation rate | 80.0% | 74.6%+5.4pp | 69.5%+10.5pp | 80.7%-0.7pp |
| Annual return | 19.27% | 30.39%-11.1pp | 27.99%-8.7pp | 172.34%-153.1pp |
| Employer contribution / active EE | $3,150 | $3,126+0.7% | $2,662+18.3% | $4,379-28.1% |
| Participant deferral / active EE | $7,232 | $5,053+43.1% | $4,377+65.2% | $6,730+7.5% |
| Admin fee / account holder | $165 | $11,369-98.5% | $9,463-98.3% | $14,365-98.8% |