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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 | $96,497 | $88,707+8.8% | $74,184+30.1% | $273,972-64.8% |
| Participation rate | 91.7% | 79.4%+12.2pp | 76.6%+15.0pp | 83.0%+8.7pp |
| Annual return | 6.86% | 11.94%-5.1pp | 17.74%-10.9pp | 41.46%-34.6pp |
| Employer contribution / active EE | $1,201 | $3,159-62.0% | $2,370-49.3% | $4,869-75.3% |
| Participant deferral / active EE | $5,161 | $4,212+22.5% | $3,550+45.4% | $5,287-2.4% |
| Admin fee / account holder | $56 | $8,717-99.4% | $5,586-99.0% | $10,133-99.4% |