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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 | $53,202 | $62,592-15.0% | $85,709-37.9% | $85,847-38.0% |
| Participation rate | 96.6% | 61.1%+35.4pp | 69.9%+26.7pp | 69.3%+27.2pp |
| Annual return | 22.61% | 23.77%-1.2pp | 21.49%+1.1pp | 318.61%-296.0pp |
| Employer contribution / active EE | $3,871 | $1,755+120.5% | $2,619+47.8% | $2,565+50.9% |
| Participant deferral / active EE | $5,059 | $2,802+80.5% | $3,924+28.9% | $3,952+28.0% |
| Admin fee / account holder | $164 | $4,643-96.5% | $6,876-97.6% | $6,261-97.4% |