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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 | $40,092 | $181,896-78.0% | $156,551-74.4% | $273,972-85.4% |
| Participation rate | 92.9% | 88.4%+4.5pp | 84.0%+8.8pp | 83.0%+9.8pp |
| Annual return | 7.54% | 30.74%-23.2pp | 32.23%-24.7pp | 41.46%-33.9pp |
| Employer contribution / active EE | $2,796 | $6,248-55.3% | $5,501-49.2% | $4,869-42.6% |
| Participant deferral / active EE | $4,336 | $5,550-21.9% | $4,871-11.0% | $5,287-18.0% |
| Admin fee / account holder | $191 | $15,560-98.8% | $13,028-98.5% | $10,133-98.1% |