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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 | $42,487 | $112,729-62.3% | $98,716-57.0% | $137,256-69.0% |
| Participation rate | 95.0% | 74.2%+20.8pp | 69.3%+25.7pp | 80.0%+15.0pp |
| Annual return | 11.52% | 38.48%-27.0pp | 31.81%-20.3pp | 220.34%-208.8pp |
| Employer contribution / active EE | $5,653 | $2,725+107.4% | $2,279+148.1% | $4,156+36.0% |
| Participant deferral / active EE | $3,892 | $4,640-16.1% | $4,048-3.8% | $6,407-39.2% |
| Admin fee / account holder | $290 | $10,129-97.1% | $8,703-96.7% | $12,270-97.6% |