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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 | $98,022 | $88,707+10.5% | $74,184+32.1% | $273,972-64.2% |
| Participation rate | 82.6% | 79.4%+3.2pp | 76.6%+6.0pp | 83.0%-0.4pp |
| Annual return | 9.96% | 11.94%-2.0pp | 17.74%-7.8pp | 41.46%-31.5pp |
| Employer contribution / active EE | $1,406 | $3,159-55.5% | $2,370-40.7% | $4,869-71.1% |
| Participant deferral / active EE | $6,659 | $4,212+58.1% | $3,550+87.6% | $5,287+26.0% |
| Admin fee / account holder | $243 | $8,717-97.2% | $5,586-95.6% | $10,133-97.6% |