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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 | $153,056 | $87,834+74.3% | $133,975+14.2% | $62,881+143.4% |
| Participation rate | 80.6% | 83.4%-2.7pp | 87.1%-6.4pp | 69.3%+11.3pp |
| Annual return | 10.06% | 12.05%-2.0pp | 29.29%-19.2pp | 20.14%-10.1pp |
| Employer contribution / active EE | $3,275 | $3,482-6.0% | $5,211-37.2% | $2,281+43.6% |
| Participant deferral / active EE | $13,775 | $4,812+186.3% | $6,282+119.3% | $3,203+330.1% |
| Admin fee / account holder | $4 | $5,372-99.9% | $9,324-100.0% | $4,296-99.9% |