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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 | $74,498 | $124,425-40.1% | $112,040-33.5% | $137,256-45.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 22.25% | 24.72%-2.5pp | 24.52%-2.3pp | 220.34%-198.1pp |
| Employer contribution / active EE | $7,042 | $3,411+106.4% | $2,954+138.4% | $4,156+69.5% |
| Participant deferral / active EE | $7,072 | $5,718+23.7% | $5,098+38.7% | $6,407+10.4% |
| Admin fee / account holder | $270 | $15,207-98.2% | $12,098-97.8% | $12,270-97.8% |