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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 | $80,527 | $58,493+37.7% | $84,023-4.2% | $72,976+10.3% |
| Participation rate | 84.0% | 61.2%+22.8pp | 69.0%+15.0pp | 69.5%+14.5pp |
| Annual return | 20.47% | 28.93%-8.5pp | 71.32%-50.9pp | 81.02%-60.5pp |
| Employer contribution / active EE | $2,833 | $1,163+143.6% | $1,984+42.8% | $2,440+16.1% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $223 | $4,569-95.1% | $6,102-96.3% | $5,124-95.6% |