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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 | $104,888 | $97,125+8.0% | $86,233+21.6% | $137,256-23.6% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.0%+6.0pp | 80.0%-5.0pp |
| Annual return | 17.98% | 74.19%-56.2pp | 61.39%-43.4pp | 220.34%-202.4pp |
| Employer contribution / active EE | $1,853 | $2,841-34.8% | $2,504-26.0% | $4,156-55.4% |
| Participant deferral / active EE | $2,238 | $5,180-56.8% | $4,559-50.9% | $6,407-65.1% |
| Admin fee / account holder | $30 | $9,725-99.7% | $8,342-99.6% | $12,270-99.8% |