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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 | $92,141 | $107,666-14.4% | $102,184-9.8% | $154,746-40.5% |
| Participation rate | 78.3% | 83.7%-5.5pp | 82.6%-4.3pp | 80.7%-2.4pp |
| Annual return | 19.92% | 29.33%-9.4pp | 31.58%-11.7pp | 172.34%-152.4pp |
| Employer contribution / active EE | $2,293 | $3,846-40.4% | $3,594-36.2% | $4,379-47.6% |
| Participant deferral / active EE | $8,515 | $8,719-2.3% | $8,309+2.5% | $6,730+26.5% |
| Admin fee / account holder | $0 | $12,943-100.0% | $11,609-100.0% | $14,365-100.0% |