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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 | $81,739 | $93,598-12.7% | $135,974-39.9% | $75,173+8.7% |
| Participation rate | 81.6% | 75.2%+6.4pp | 81.9%-0.3pp | 67.2%+14.4pp |
| Annual return | 20.63% | 30.89%-10.3pp | 68.30%-47.7pp | 160.72%-140.1pp |
| Employer contribution / active EE | $4,324 | $3,538+22.2% | $4,859-11.0% | $2,671+61.9% |
| Participant deferral / active EE | $8,640 | $6,405+34.9% | $7,760+11.3% | $4,126+109.4% |
| Admin fee / account holder | $203 | $6,978-97.1% | $10,767-98.1% | $5,651-96.4% |