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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 | $39,879 | $97,125-58.9% | $86,233-53.8% | $137,256-70.9% |
| Participation rate | 76.5% | 74.2%+2.3pp | 69.0%+7.5pp | 80.0%-3.5pp |
| Annual return | 18.98% | 74.19%-55.2pp | 61.39%-42.4pp | 220.34%-201.4pp |
| Employer contribution / active EE | $2,734 | $2,841-3.8% | $2,504+9.2% | $4,156-34.2% |
| Participant deferral / active EE | $4,071 | $5,180-21.4% | $4,559-10.7% | $6,407-36.5% |
| Admin fee / account holder | $136 | $9,725-98.6% | $8,342-98.4% | $12,270-98.9% |