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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 | $127,614 | $110,307+15.7% | $96,576+32.1% | $139,456-8.5% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.4pp | 80.3%+3.0pp |
| Annual return | 12.61% | 26.40%-13.8pp | 25.87%-13.3pp | 373.45%-360.8pp |
| Employer contribution / active EE | $912 | $3,619-74.8% | $2,965-69.3% | $4,753-80.8% |
| Participant deferral / active EE | $2,572 | $5,547-53.6% | $4,851-47.0% | $6,711-61.7% |
| Admin fee / account holder | $280 | $11,597-97.6% | $8,253-96.6% | $11,407-97.5% |