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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 | $87,166-46.1% | $76,735-38.8% | $137,256-65.8% |
| Participation rate | 80.0% | 74.4%+5.6pp | 69.5%+10.5pp | 80.0%0pp |
| Annual return | 19.27% | 26.50%-7.2pp | 29.77%-10.5pp | 220.34%-201.1pp |
| Employer contribution / active EE | $3,150 | $2,904+8.5% | $2,454+28.3% | $4,156-24.2% |
| Participant deferral / active EE | $7,232 | $4,726+53.0% | $4,088+76.9% | $6,407+12.9% |
| Admin fee / account holder | $165 | $8,403-98.0% | $7,189-97.7% | $12,270-98.7% |