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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 | $33,247 | $72,272-54.0% | $101,264-67.2% | $79,858-58.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 17.74% | 22.30%-4.6pp | 46.48%-28.7pp | 31.72%-14.0pp |
| Employer contribution / active EE | $4,694 | $2,692+74.4% | $3,660+28.3% | $2,471+90.0% |
| Participant deferral / active EE | $2,825 | $3,282-13.9% | $4,370-35.4% | $3,740-24.5% |
| Admin fee / account holder | $1 | $4,401-100.0% | $5,947-100.0% | $5,306-100.0% |