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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 | $31,460 | $124,425-74.7% | $112,040-71.9% | $137,256-77.1% |
| Participation rate | 84.6% | 79.3%+5.3pp | 76.5%+8.1pp | 80.0%+4.7pp |
| Annual return | 18.32% | 24.72%-6.4pp | 24.52%-6.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $4,143 | $3,411+21.4% | $2,954+40.2% | $4,156-0.3% |
| Participant deferral / active EE | $7,636 | $5,718+33.5% | $5,098+49.8% | $6,407+19.2% |
| Admin fee / account holder | $179 | $15,207-98.8% | $12,098-98.5% | $12,270-98.5% |