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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 | $126,862 | $181,896-30.3% | $156,551-19.0% | $273,972-53.7% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 8.70% | 30.74%-22.0pp | 32.23%-23.5pp | 41.46%-32.8pp |
| Employer contribution / active EE | $3,852 | $6,248-38.3% | $5,501-30.0% | $4,869-20.9% |
| Participant deferral / active EE | $10,676 | $5,550+92.4% | $4,871+119.2% | $5,287+101.9% |
| Admin fee / account holder | -$152 | $15,560-101.0% | $13,028-101.2% | $10,133-101.5% |