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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 | $73,506 | $59,839+22.8% | $81,991-10.3% | $79,852-7.9% |
| Participation rate | 84.4% | 61.6%+22.8pp | 69.3%+15.1pp | 69.6%+14.7pp |
| Annual return | 32.17% | 17.56%+14.6pp | 41.31%-9.1pp | 31.72%+0.4pp |
| Employer contribution / active EE | $2,264 | $1,713+32.1% | $2,498-9.4% | $2,471-8.4% |
| Participant deferral / active EE | $3,536 | $2,695+31.2% | $3,722-5.0% | $3,740-5.5% |
| Admin fee / account holder | $38 | $4,287-99.1% | $5,665-99.3% | $5,306-99.3% |