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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 | $82,979 | $118,467-30.0% | $98,450-15.7% | $139,456-40.5% |
| Participation rate | 75.0% | 77.5%-2.5pp | 75.2%-0.2pp | 80.3%-5.3pp |
| Annual return | 15.37% | 18.95%-3.6pp | 21.16%-5.8pp | 373.45%-358.1pp |
| Employer contribution / active EE | $2,195 | $3,611-39.2% | $3,049-28.0% | $4,753-53.8% |
| Participant deferral / active EE | $6,450 | $5,393+19.6% | $4,739+36.1% | $6,711-3.9% |
| Admin fee / account holder | $222 | $14,057-98.4% | $8,961-97.5% | $11,407-98.1% |