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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 | $63,280 | $106,749-40.7% | $145,433-56.5% | $82,448-23.2% |
| Participation rate | 96.6% | 75.6%+20.9pp | 82.1%+14.4pp | 68.1%+28.5pp |
| Annual return | 22.97% | 27.59%-4.6pp | 66.58%-43.6pp | 41.64%-18.7pp |
| Employer contribution / active EE | $8,180 | $3,444+137.5% | $4,554+79.6% | $2,551+220.6% |
| Participant deferral / active EE | $13,819 | $6,519+112.0% | $7,897+75.0% | $4,139+233.9% |
| Admin fee / account holder | $67 | $8,390-99.2% | $13,129-99.5% | $7,234-99.1% |