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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 | $49,307 | $106,749-53.8% | $145,433-66.1% | $82,448-40.2% |
| Participation rate | 92.9% | 75.6%+17.2pp | 82.1%+10.7pp | 68.1%+24.8pp |
| Annual return | 18.69% | 27.59%-8.9pp | 66.58%-47.9pp | 41.64%-23.0pp |
| Employer contribution / active EE | $3,922 | $3,444+13.9% | $4,554-13.9% | $2,551+53.7% |
| Participant deferral / active EE | $7,565 | $6,519+16.1% | $7,897-4.2% | $4,139+82.8% |
| Admin fee / account holder | $254 | $8,390-97.0% | $13,129-98.1% | $7,234-96.5% |