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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 | $33,140 | $106,749-69.0% | $145,433-77.2% | $82,448-59.8% |
| Participation rate | 92.1% | 75.6%+16.5pp | 82.1%+10.0pp | 68.1%+24.0pp |
| Annual return | 22.45% | 27.59%-5.1pp | 66.58%-44.1pp | 41.64%-19.2pp |
| Employer contribution / active EE | $782 | $3,444-77.3% | $4,554-82.8% | $2,551-69.4% |
| Participant deferral / active EE | $7,573 | $6,519+16.2% | $7,897-4.1% | $4,139+83.0% |
| Admin fee / account holder | $50 | $8,390-99.4% | $13,129-99.6% | $7,234-99.3% |