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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 | $85,708 | $87,132-1.6% | $105,624-18.9% | $80,959+5.9% |
| Participation rate | 96.1% | 70.4%+25.6pp | 75.3%+20.8pp | 67.7%+28.4pp |
| Annual return | 12.57% | 17.03%-4.5pp | 116.20%-103.6pp | 35.67%-23.1pp |
| Employer contribution / active EE | $2,645 | $2,397+10.4% | $3,168-16.5% | $2,757-4.1% |
| Participant deferral / active EE | $4,479 | $3,985+12.4% | $5,013-10.6% | $4,300+4.2% |
| Admin fee / account holder | $291 | $8,449-96.6% | $10,961-97.3% | $6,925-95.8% |