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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 | $101,401 | $63,809+58.9% | $81,353+24.6% | $80,935+25.3% |
| Participation rate | 75.6% | 63.9%+11.7pp | 69.5%+6.1pp | 67.7%+7.9pp |
| Annual return | 12.85% | 16.37%-3.5pp | 24.82%-12.0pp | 35.66%-22.8pp |
| Employer contribution / active EE | $2,409 | $1,981+21.6% | $2,464-2.2% | $2,757-12.6% |
| Participant deferral / active EE | $6,698 | $3,093+116.5% | $3,885+72.4% | $4,299+55.8% |
| Admin fee / account holder | $193 | $5,686-96.6% | $5,766-96.6% | $6,924-97.2% |