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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 | $216,665 | $215,361+0.6% | $171,082+26.6% | $273,972-20.9% |
| Participation rate | 85.7% | 82.0%+3.7pp | 76.7%+9.0pp | 83.0%+2.7pp |
| Annual return | 6.88% | 25.14%-18.3pp | 32.56%-25.7pp | 41.46%-34.6pp |
| Employer contribution / active EE | $5,375 | $4,967+8.2% | $4,002+34.3% | $4,869+10.4% |
| Participant deferral / active EE | $8,997 | $5,543+62.3% | $4,797+87.5% | $5,287+70.2% |
| Admin fee / account holder | $268 | $10,846-97.5% | $8,520-96.9% | $10,133-97.4% |