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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 | $74,898 | $115,225-35.0% | $100,712-25.6% | $138,895-46.1% |
| Participation rate | 71.4% | 74.3%-2.9pp | 69.3%+2.2pp | 79.9%-8.5pp |
| Annual return | 19.22% | 40.35%-21.1pp | 33.27%-14.0pp | 145.39%-126.2pp |
| Employer contribution / active EE | $3,603 | $2,771+30.0% | $2,313+55.8% | $4,194-14.1% |
| Participant deferral / active EE | $12,201 | $4,699+159.6% | $4,085+198.7% | $6,396+90.7% |
| Admin fee / account holder | $0 | $10,844-100.0% | $9,256-100.0% | $12,562-100.0% |