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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 | $35,744 | $106,864-66.6% | $147,318-75.7% | $82,637-56.7% |
| Participation rate | 81.8% | 75.5%+6.3pp | 82.1%-0.2pp | 68.1%+13.8pp |
| Annual return | 26.94% | 27.49%-0.6pp | 70.43%-43.5pp | 53.51%-26.6pp |
| Employer contribution / active EE | $3,641 | $3,417+6.6% | $4,593-20.7% | $2,552+42.7% |
| Participant deferral / active EE | $6,921 | $6,496+6.5% | $7,906-12.5% | $4,126+67.7% |
| Admin fee / account holder | $270 | $8,415-96.8% | $13,708-98.0% | $7,339-96.3% |