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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 | $55,479 | $76,551-27.5% | $123,894-55.2% | $62,881-11.8% |
| Participation rate | 80.6% | 73.0%+7.6pp | 81.4%-0.9pp | 69.3%+11.3pp |
| Annual return | 7.36% | 18.68%-11.3pp | 47.52%-40.2pp | 20.14%-12.8pp |
| Employer contribution / active EE | $3,438 | $2,882+19.3% | $4,617-25.5% | $2,281+50.7% |
| Participant deferral / active EE | $6,841 | $4,840+41.4% | $5,984+14.3% | $3,203+113.6% |
| Admin fee / account holder | $188 | $4,826-96.1% | $8,357-97.8% | $4,296-95.6% |