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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 | $51,727 | $102,245-49.4% | $89,340-42.1% | $137,256-62.3% |
| Participation rate | 87.5% | 74.9%+12.6pp | 69.6%+17.9pp | 80.0%+7.5pp |
| Annual return | 19.28% | 21.89%-2.6pp | 20.57%-1.3pp | 220.34%-201.1pp |
| Employer contribution / active EE | $3,723 | $2,529+47.2% | $2,231+66.9% | $4,156-10.4% |
| Participant deferral / active EE | $8,477 | $4,436+91.1% | $3,823+121.8% | $6,407+32.3% |
| Admin fee / account holder | -$712 | $8,085-108.8% | $6,704-110.6% | $12,270-105.8% |