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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 | $89,341 | $174,379-48.8% | $152,093-41.3% | $138,895-35.7% |
| Participation rate | 81.3% | 81.6%-0.4pp | 77.8%+3.5pp | 79.9%+1.3pp |
| Annual return | 17.96% | 74.86%-56.9pp | 66.36%-48.4pp | 145.39%-127.4pp |
| Employer contribution / active EE | $5,871 | $4,652+26.2% | $4,175+40.6% | $4,194+40.0% |
| Participant deferral / active EE | $5,549 | $6,159-9.9% | $5,451+1.8% | $6,396-13.2% |
| Admin fee / account holder | $56 | $16,880-99.7% | $14,497-99.6% | $12,562-99.6% |