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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 | $85,353 | $118,488-28.0% | $98,462-13.3% | $139,487-38.8% |
| Participation rate | 83.3% | 77.5%+5.9pp | 75.2%+8.2pp | 80.3%+3.0pp |
| Annual return | 22.80% | 18.96%+3.8pp | 21.17%+1.6pp | 373.84%-351.0pp |
| Employer contribution / active EE | $3,456 | $3,611-4.3% | $3,049+13.3% | $4,755-27.3% |
| Participant deferral / active EE | $8,845 | $5,393+64.0% | $4,738+86.7% | $6,713+31.8% |
| Admin fee / account holder | $96 | $13,868-99.3% | $8,875-98.9% | $11,407-99.2% |