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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 | $38,630 | $135,956-71.6% | $123,894-68.8% | $273,972-85.9% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 27.51% | 56.63%-29.1pp | 47.52%-20.0pp | 41.46%-13.9pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,752 | $6,343+6.5% | $5,984+12.8% | $5,287+27.7% |
| Admin fee / account holder | $294 | $9,817-97.0% | $8,357-96.5% | $10,133-97.1% |