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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 | $88,103 | $65,712+34.1% | $57,196+54.0% | $273,972-67.8% |
| Participation rate | 91.7% | 78.3%+13.3pp | 75.3%+16.3pp | 83.0%+8.7pp |
| Annual return | 23.45% | 22.01%+1.4pp | 14.59%+8.9pp | 41.46%-18.0pp |
| Employer contribution / active EE | $4,412 | $3,280+34.5% | $2,683+64.5% | $4,869-9.4% |
| Participant deferral / active EE | $3,606 | $3,782-4.6% | $3,096+16.5% | $5,287-31.8% |
| Admin fee / account holder | $25 | $4,838-99.5% | $3,141-99.2% | $10,133-99.8% |