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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 | $93,951 | $212,386-55.8% | $199,883-53.0% | $138,895-32.4% |
| Participation rate | 92.9% | 87.4%+5.5pp | 86.8%+6.1pp | 79.9%+12.9pp |
| Annual return | 17.77% | 47.75%-30.0pp | 43.81%-26.0pp | 145.39%-127.6pp |
| Employer contribution / active EE | $3,513 | $6,625-47.0% | $6,261-43.9% | $4,194-16.2% |
| Participant deferral / active EE | $8,205 | $9,617-14.7% | $9,138-10.2% | $6,396+28.3% |
| Admin fee / account holder | $205 | $18,233-98.9% | $17,268-98.8% | $12,562-98.4% |