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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 | $77,682 | $81,233-4.4% | $155,567-50.1% | $80,874-3.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.46% | 33.33%-20.9pp | 64.74%-52.3pp | 35.62%-23.2pp |
| Employer contribution / active EE | $3,193 | $3,101+3.0% | $4,674-31.7% | $2,756+15.9% |
| Participant deferral / active EE | $6,501 | $3,452+88.3% | $5,628+15.5% | $4,297+51.3% |
| Admin fee / account holder | $277 | $7,998-96.5% | $15,916-98.3% | $6,935-96.0% |