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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 | $48,674 | $110,379-55.9% | $102,412-52.5% | $145,884-66.6% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 15.34% | 24.84%-9.5pp | 24.94%-9.6pp | 551.85%-536.5pp |
| Employer contribution / active EE | $2,510 | $4,216-40.5% | $3,870-35.1% | $4,662-46.2% |
| Participant deferral / active EE | $8,721 | $5,622+55.1% | $5,060+72.4% | $6,690+30.4% |
| Admin fee / account holder | $132 | $9,745-98.6% | $8,388-98.4% | $13,392-99.0% |