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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 | $70,786 | $67,602+4.7% | $82,312-14.0% | $70,126+0.9% |
| Participation rate | 77.8% | 72.8%+5.0pp | 76.9%+0.9pp | 69.5%+8.2pp |
| Annual return | 15.23% | 21.57%-6.3pp | 25.88%-10.6pp | 73.15%-57.9pp |
| Employer contribution / active EE | $3,160 | $1,755+80.1% | $2,428+30.1% | $2,343+34.9% |
| Participant deferral / active EE | $2,521 | $2,987-15.6% | $3,706-32.0% | $3,332-24.3% |
| Admin fee / account holder | $273 | $4,512-93.9% | $5,608-95.1% | $4,645-94.1% |