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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 | $35,637 | $110,278-67.7% | $95,740-62.8% | $139,466-74.4% |
| Participation rate | 75.0% | 75.7%-0.7pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 23.86% | 27.19%-3.3pp | 28.41%-4.6pp | 373.66%-349.8pp |
| Employer contribution / active EE | $4,170 | $3,260+27.9% | $2,836+47.0% | $4,754-12.3% |
| Participant deferral / active EE | $6,300 | $4,674+34.8% | $4,244+48.5% | $6,712-6.1% |
| Admin fee / account holder | $20 | $6,613-99.7% | $5,676-99.6% | $11,409-99.8% |