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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 | $120,687 | $78,015+54.7% | $178,505-32.4% | $80,959+49.1% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 18.95% | 18.10%+0.9pp | 27.16%-8.2pp | 35.67%-16.7pp |
| Employer contribution / active EE | $2,635 | $2,281+15.5% | $3,955-33.4% | $2,757-4.4% |
| Participant deferral / active EE | $5,939 | $4,406+34.8% | $6,280-5.4% | $4,300+38.1% |
| Admin fee / account holder | $4 | $7,160-99.9% | $10,428-100.0% | $6,925-99.9% |