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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 | $55,940 | $154,228-63.7% | $145,433-61.5% | $137,256-59.2% |
| Participation rate | 92.3% | 83.8%+8.5pp | 82.1%+10.2pp | 80.0%+12.3pp |
| Annual return | 17.55% | 74.59%-57.0pp | 66.58%-49.0pp | 220.34%-202.8pp |
| Employer contribution / active EE | $3,063 | $4,804-36.2% | $4,554-32.7% | $4,156-26.3% |
| Participant deferral / active EE | $4,456 | $8,216-45.8% | $7,897-43.6% | $6,407-30.4% |
| Admin fee / account holder | $270 | $14,344-98.1% | $13,129-97.9% | $12,270-97.8% |