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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 | $121,320 | $135,956-10.8% | $123,894-2.1% | $273,972-55.7% |
| Participation rate | 91.7% | 84.1%+7.6pp | 81.4%+10.3pp | 83.0%+8.7pp |
| Annual return | 7.10% | 56.63%-49.5pp | 47.52%-40.4pp | 41.46%-34.4pp |
| Employer contribution / active EE | $4,691 | $5,170-9.3% | $4,617+1.6% | $4,869-3.7% |
| Participant deferral / active EE | $5,599 | $6,343-11.7% | $5,984-6.4% | $5,287+5.9% |
| Admin fee / account holder | $164 | $9,817-98.3% | $8,357-98.0% | $10,133-98.4% |