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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 | $16,799 | $75,541-77.8% | $152,093-89.0% | $82,637-79.7% |
| Participation rate | 96.6% | 66.5%+30.0pp | 77.8%+18.8pp | 68.1%+28.5pp |
| Annual return | 21.65% | 32.56%-10.9pp | 66.36%-44.7pp | 53.51%-31.9pp |
| Employer contribution / active EE | $2,753 | $2,622+5.0% | $4,175-34.1% | $2,552+7.9% |
| Participant deferral / active EE | $4,719 | $3,206+47.2% | $5,451-13.4% | $4,126+14.4% |
| Admin fee / account holder | $276 | $6,405-95.7% | $14,497-98.1% | $7,339-96.2% |