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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 | $60,854 | $93,598-35.0% | $135,974-55.2% | $75,173-19.0% |
| Participation rate | 82.1% | 75.2%+6.9pp | 81.9%+0.2pp | 67.2%+14.9pp |
| Annual return | 22.58% | 30.89%-8.3pp | 68.30%-45.7pp | 160.72%-138.1pp |
| Employer contribution / active EE | $4,107 | $3,538+16.1% | $4,859-15.5% | $2,671+53.7% |
| Participant deferral / active EE | $7,196 | $6,405+12.3% | $7,760-7.3% | $4,126+74.4% |
| Admin fee / account holder | $275 | $6,978-96.1% | $10,767-97.4% | $5,651-95.1% |