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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 | $42,277 | $135,956-68.9% | $123,894-65.9% | $273,972-84.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 66.75% | 56.63%+10.1pp | 47.52%+19.2pp | 41.46%+25.3pp |
| Employer contribution / active EE | $4,962 | $5,170-4.0% | $4,617+7.5% | $4,869+1.9% |
| Participant deferral / active EE | $9,481 | $6,343+49.5% | $5,984+58.4% | $5,287+79.3% |
| Admin fee / account holder | $9 | $9,817-99.9% | $8,357-99.9% | $10,133-99.9% |