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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 | $31,077 | $162,967-80.9% | $135,792-77.1% | $138,895-77.6% |
| Participation rate | 83.3% | 78.3%+5.0pp | 72.6%+10.7pp | 79.9%+3.4pp |
| Annual return | 36.58% | 30.08%+6.5pp | 25.96%+10.6pp | 145.39%-108.8pp |
| Employer contribution / active EE | $7,768 | $4,211+84.5% | $3,496+122.2% | $4,194+85.2% |
| Participant deferral / active EE | $5,126 | $5,640-9.1% | $4,759+7.7% | $6,396-19.9% |
| Admin fee / account holder | $0 | $15,306-100.0% | $12,266-100.0% | $12,562-100.0% |