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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 | $83,911 | $124,425-32.6% | $112,040-25.1% | $137,256-38.9% |
| Participation rate | 76.5% | 79.3%-2.8pp | 76.5%0pp | 80.0%-3.5pp |
| Annual return | 14.75% | 24.72%-10.0pp | 24.52%-9.8pp | 220.34%-205.6pp |
| Employer contribution / active EE | $3,331 | $3,411-2.4% | $2,954+12.8% | $4,156-19.9% |
| Participant deferral / active EE | $9,899 | $5,718+73.1% | $5,098+94.2% | $6,407+54.5% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |