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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 | $57,559 | $181,896-68.4% | $156,551-63.2% | $273,972-79.0% |
| Participation rate | 70.0% | 88.4%-18.4pp | 84.0%-14.0pp | 83.0%-13.0pp |
| Annual return | 9.09% | 30.74%-21.7pp | 32.23%-23.1pp | 41.46%-32.4pp |
| Employer contribution / active EE | $9,130 | $6,248+46.1% | $5,501+66.0% | $4,869+87.5% |
| Participant deferral / active EE | $5,108 | $5,550-8.0% | $4,871+4.9% | $5,287-3.4% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |