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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 | $48,003 | $58,493-17.9% | $84,023-42.9% | $72,976-34.2% |
| Participation rate | 78.6% | 61.2%+17.3pp | 69.0%+9.6pp | 69.5%+9.1pp |
| Annual return | 21.25% | 28.93%-7.7pp | 71.32%-50.1pp | 81.02%-59.8pp |
| Employer contribution / active EE | $5,541 | $1,163+376.4% | $1,984+179.3% | $2,440+127.1% |
| Participant deferral / active EE | $3,568 | $2,394+49.1% | $3,239+10.2% | $3,608-1.1% |
| Admin fee / account holder | $20 | $4,569-99.6% | $6,102-99.7% | $5,124-99.6% |