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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 | $67,907 | $135,956-50.1% | $123,894-45.2% | $273,972-75.2% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 9.56% | 56.63%-47.1pp | 47.52%-38.0pp | 41.46%-31.9pp |
| Employer contribution / active EE | $3,132 | $5,170-39.4% | $4,617-32.2% | $4,869-35.7% |
| Participant deferral / active EE | $7,610 | $6,343+20.0% | $5,984+27.2% | $5,287+43.9% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |