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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 | $73,623 | $67,411+9.2% | $91,004-19.1% | $70,126+5.0% |
| Participation rate | 84.6% | 71.4%+13.3pp | 75.6%+9.0pp | 69.5%+15.1pp |
| Annual return | 23.08% | -40.16%+63.2pp | 4.60%+18.5pp | 73.15%-50.1pp |
| Employer contribution / active EE | $1,659 | $1,786-7.1% | $2,456-32.4% | $2,343-29.2% |
| Participant deferral / active EE | $4,433 | $2,823+57.1% | $3,548+25.0% | $3,332+33.1% |
| Admin fee / account holder | $62 | $4,236-98.5% | $5,417-98.9% | $4,645-98.7% |