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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 | $37,471 | $48,078-22.1% | $78,676-52.4% | $62,881-40.4% |
| Participation rate | 80.8% | 65.2%+15.6pp | 73.6%+7.2pp | 69.3%+11.5pp |
| Annual return | 7.44% | 31.36%-23.9pp | 62.19%-54.8pp | 20.14%-12.7pp |
| Employer contribution / active EE | $4,905 | $2,015+143.5% | $2,850+72.1% | $2,281+115.0% |
| Participant deferral / active EE | $5,490 | $2,587+112.2% | $3,517+56.1% | $3,203+71.4% |
| Admin fee / account holder | $108 | $3,206-96.6% | $4,510-97.6% | $4,296-97.5% |