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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 | $85,891 | $103,164-16.7% | $90,259-4.8% | $154,746-44.5% |
| Participation rate | 90.0% | 76.1%+13.9pp | 70.7%+19.3pp | 80.7%+9.3pp |
| Annual return | 18.17% | 19.25%-1.1pp | 18.88%-0.7pp | 172.34%-154.2pp |
| Employer contribution / active EE | $2,234 | $2,532-11.8% | $2,291-2.5% | $4,379-49.0% |
| Participant deferral / active EE | $7,431 | $4,422+68.1% | $3,827+94.2% | $6,730+10.4% |
| Admin fee / account holder | $0 | $8,593-100.0% | $7,267-100.0% | $14,365-100.0% |