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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 | $54,735 | $78,520-30.3% | $96,576-43.3% | $82,448-33.6% |
| Participation rate | 93.3% | 77.7%+15.6pp | 81.4%+11.9pp | 68.1%+25.3pp |
| Annual return | 35.09% | 41.30%-6.2pp | 38.47%-3.4pp | 41.64%-6.6pp |
| Employer contribution / active EE | $4,261 | $2,630+62.0% | $3,553+19.9% | $2,551+67.0% |
| Participant deferral / active EE | $9,873 | $6,754+46.2% | $7,956+24.1% | $4,139+138.5% |
| Admin fee / account holder | $290 | $13,455-97.8% | $11,381-97.5% | $7,234-96.0% |