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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 | $50,836 | $87,166-41.7% | $76,735-33.8% | $137,256-63.0% |
| Participation rate | 76.9% | 74.4%+2.6pp | 69.5%+7.4pp | 80.0%-3.0pp |
| Annual return | 33.68% | 26.50%+7.2pp | 29.77%+3.9pp | 220.34%-186.7pp |
| Employer contribution / active EE | $2,832 | $2,904-2.5% | $2,454+15.4% | $4,156-31.9% |
| Participant deferral / active EE | $5,114 | $4,726+8.2% | $4,088+25.1% | $6,407-20.2% |
| Admin fee / account holder | $19 | $8,403-99.8% | $7,189-99.7% | $12,270-99.8% |