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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 | $83,385 | $124,425-33.0% | $112,040-25.6% | $137,256-39.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 15.61% | 24.72%-9.1pp | 24.52%-8.9pp | 220.34%-204.7pp |
| Employer contribution / active EE | $2,593 | $3,411-24.0% | $2,954-12.2% | $4,156-37.6% |
| Participant deferral / active EE | $5,900 | $5,718+3.2% | $5,098+15.7% | $6,407-7.9% |
| Admin fee / account holder | $291 | $15,207-98.1% | $12,098-97.6% | $12,270-97.6% |