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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 | $75,426 | $197,625-61.8% | $177,840-57.6% | $158,966-52.6% |
| Participation rate | 88.9% | 88.5%+0.3pp | 87.7%+1.2pp | 82.0%+6.9pp |
| Annual return | 24.71% | 58.76%-34.1pp | 48.32%-23.6pp | 302.95%-278.2pp |
| Employer contribution / active EE | $2,053 | $6,698-69.4% | $5,919-65.3% | $4,762-56.9% |
| Participant deferral / active EE | $7,917 | $8,405-5.8% | $7,714+2.6% | $5,983+32.3% |
| Admin fee / account holder | $17 | $15,405-99.9% | $12,431-99.9% | $11,250-99.8% |