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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 | $107,422 | $76,551+40.3% | $123,894-13.3% | $62,881+70.8% |
| Participation rate | 85.4% | 73.0%+12.4pp | 81.4%+4.0pp | 69.3%+16.1pp |
| Annual return | 8.08% | 18.68%-10.6pp | 47.52%-39.4pp | 20.14%-12.1pp |
| Employer contribution / active EE | $5,968 | $2,882+107.1% | $4,617+29.3% | $2,281+161.7% |
| Participant deferral / active EE | $4,511 | $4,840-6.8% | $5,984-24.6% | $3,203+40.8% |
| Admin fee / account holder | $36 | $4,826-99.3% | $8,357-99.6% | $4,296-99.2% |