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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 | $127,666 | $83,477+52.9% | $125,175+2.0% | $72,986+74.9% |
| Participation rate | 86.7% | 73.3%+13.4pp | 79.8%+6.9pp | 69.5%+17.2pp |
| Annual return | 19.83% | 25.78%-6.0pp | 43.79%-24.0pp | 81.01%-61.2pp |
| Employer contribution / active EE | $3,535 | $2,345+50.7% | $3,865-8.5% | $2,440+44.9% |
| Participant deferral / active EE | $8,665 | $3,585+141.7% | $4,937+75.5% | $3,607+140.2% |
| Admin fee / account holder | $56 | $5,517-99.0% | $9,702-99.4% | $5,124-98.9% |