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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 | $64,371 | $87,166-26.2% | $76,735-16.1% | $137,256-53.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 18.77% | 26.50%-7.7pp | 29.77%-11.0pp | 220.34%-201.6pp |
| Employer contribution / active EE | $3,287 | $2,904+13.2% | $2,454+33.9% | $4,156-20.9% |
| Participant deferral / active EE | $10,715 | $4,726+126.7% | $4,088+162.1% | $6,407+67.2% |
| Admin fee / account holder | $162 | $8,403-98.1% | $7,189-97.7% | $12,270-98.7% |