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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 | $100,106 | $88,707+12.8% | $74,184+34.9% | $273,972-63.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.23% | 11.94%-3.7pp | 17.74%-9.5pp | 41.46%-33.2pp |
| Employer contribution / active EE | $3,173 | $3,159+0.4% | $2,370+33.9% | $4,869-34.8% |
| Participant deferral / active EE | $4,900 | $4,212+16.3% | $3,550+38.0% | $5,287-7.3% |
| Admin fee / account holder | $126 | $8,717-98.6% | $5,586-97.7% | $10,133-98.8% |