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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 | $20,381 | $100,970-79.8% | $96,576-78.9% | $137,256-85.2% |
| Participation rate | 90.9% | 82.6%+8.3pp | 81.4%+9.5pp | 80.0%+10.9pp |
| Annual return | 25.01% | 38.16%-13.1pp | 38.47%-13.5pp | 220.34%-195.3pp |
| Employer contribution / active EE | $2,362 | $3,809-38.0% | $3,553-33.5% | $4,156-43.2% |
| Participant deferral / active EE | $8,876 | $8,286+7.1% | $7,956+11.6% | $6,407+38.5% |
| Admin fee / account holder | $96 | $11,312-99.2% | $11,381-99.2% | $12,270-99.2% |