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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 | $32,497 | $136,860-76.3% | $120,344-73.0% | $154,746-79.0% |
| Participation rate | 88.9% | 79.9%+9.0pp | 76.7%+12.2pp | 80.7%+8.2pp |
| Annual return | 23.14% | 21.38%+1.8pp | 20.30%+2.8pp | 172.34%-149.2pp |
| Employer contribution / active EE | $3,081 | $3,533-12.8% | $3,020+2.0% | $4,379-29.6% |
| Participant deferral / active EE | $5,115 | $5,793-11.7% | $5,135-0.4% | $6,730-24.0% |
| Admin fee / account holder | $239 | $15,393-98.5% | $12,742-98.1% | $14,365-98.3% |