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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 | $30,194 | $110,212-72.6% | $96,534-68.7% | $139,466-78.4% |
| Participation rate | 77.8% | 78.1%-0.3pp | 76.0%+1.8pp | 80.3%-2.6pp |
| Annual return | 24.12% | 26.42%-2.3pp | 25.88%-1.8pp | 373.66%-349.5pp |
| Employer contribution / active EE | $2,267 | $3,620-37.4% | $2,965-23.5% | $4,754-52.3% |
| Participant deferral / active EE | $5,795 | $5,547+4.5% | $4,851+19.5% | $6,712-13.7% |
| Admin fee / account holder | $95 | $11,599-99.2% | $8,253-98.8% | $11,409-99.2% |