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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 | $59,546 | $58,848+1.2% | $88,179-32.5% | $82,637-27.9% |
| Participation rate | 87.9% | 57.9%+30.0pp | 69.1%+18.7pp | 68.1%+19.8pp |
| Annual return | 15.53% | 22.76%-7.2pp | 64.97%-49.4pp | 53.51%-38.0pp |
| Employer contribution / active EE | $2,081 | $1,678+24.0% | $2,549-18.4% | $2,552-18.5% |
| Participant deferral / active EE | $4,669 | $3,124+49.5% | $4,614+1.2% | $4,126+13.1% |
| Admin fee / account holder | $216 | $4,795-95.5% | $7,673-97.2% | $7,339-97.1% |