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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 | $74,406 | $135,956-45.3% | $123,894-39.9% | $273,972-72.8% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 7.66% | 56.63%-49.0pp | 47.52%-39.9pp | 41.46%-33.8pp |
| Employer contribution / active EE | $4,599 | $5,170-11.0% | $4,617-0.4% | $4,869-5.5% |
| Participant deferral / active EE | $7,341 | $6,343+15.7% | $5,984+22.7% | $5,287+38.8% |
| Admin fee / account holder | $54 | $9,817-99.5% | $8,357-99.4% | $10,133-99.5% |