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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 | $99,835 | $145,431-31.4% | $211,142-52.7% | $87,485+14.1% |
| Participation rate | 92.2% | 84.7%+7.4pp | 87.3%+4.9pp | 68.9%+23.2pp |
| Annual return | 19.79% | 27.21%-7.4pp | 46.84%-27.0pp | 26.06%-6.3pp |
| Employer contribution / active EE | $8,055 | $4,662+72.8% | $6,442+25.0% | $2,596+210.3% |
| Participant deferral / active EE | $10,301 | $6,859+50.2% | $9,284+11.0% | $4,274+141.0% |
| Admin fee / account holder | $6 | $17,052-100.0% | $19,076-100.0% | $7,775-99.9% |