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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 | $66,340 | $124,425-46.7% | $112,040-40.8% | $137,256-51.7% |
| Participation rate | 76.9% | 79.3%-2.4pp | 76.5%+0.4pp | 80.0%-3.0pp |
| Annual return | 19.65% | 24.72%-5.1pp | 24.52%-4.9pp | 220.34%-200.7pp |
| Employer contribution / active EE | $3,654 | $3,411+7.1% | $2,954+23.7% | $4,156-12.1% |
| Participant deferral / active EE | $5,275 | $5,718-7.8% | $5,098+3.5% | $6,407-17.7% |
| Admin fee / account holder | $15 | $15,207-99.9% | $12,098-99.9% | $12,270-99.9% |