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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 | $116,629 | $81,262+43.5% | $155,602-25.0% | $80,911+44.1% |
| Participation rate | 96.3% | 66.2%+30.1pp | 78.2%+18.1pp | 67.6%+28.6pp |
| Annual return | 29.45% | 33.34%-3.9pp | 64.81%-35.4pp | 35.63%-6.2pp |
| Employer contribution / active EE | $2,811 | $3,102-9.4% | $4,675-39.9% | $2,756+2.0% |
| Participant deferral / active EE | $8,089 | $3,451+134.4% | $5,629+43.7% | $4,297+88.2% |
| Admin fee / account holder | $82 | $7,992-99.0% | $15,923-99.5% | $6,935-98.8% |